Modern Wealth Management, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 2001900
KANSAS CITY, MO
Position in DLR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$288,763
+$68,007 QoQ
Shares Held
1,608
+31.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#945
of 1,316 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Modern Wealth Management, LLC holds $1,654,915 across 5 REIT - Specialty names. DLR ranks #3 (17.4% of the industry book) .
All Filings in DLR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,763 | 1,608 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $220,756 | 1,225 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||