Financial Perspectives, Inc

Position in DLR — Digital Realty Trust, Inc.

CIK 2003287 MINNEAPOLIS, MN

Position in DLR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$76,860

-$269 QoQ

Shares Held

428

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,098

of 1,315 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Financial Perspectives, Inc holds $393,821 across 6 REIT - Specialty names. DLR ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	2,000	$252,620
2	DLR	Digital Realty Trust, Inc. This page	428	$76,860
3	CCI	Crown Castle Inc.	549	$41,575
4	WY	Weyerhaeuser Co	590	$14,124
5	AMT	American Tower Corp /Ma/	50	$8,178
6	EPR	Epr Properties	8	$464

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$76,860	428	0.0%	Shares	Sole	2026-07-24
2026-03-31	$77,129	428	0.0%	Shares	Sole	2026-05-11
2025-12-31	$66,215	428	0.0%	Shares	Sole	2026-01-28
2025-09-30	$73,992	428	0.0%	Shares	Sole	2025-10-22
2025-06-30	$74,613	428	0.0%	Shares	Sole	2025-07-30
2025-03-31	$61,328	428	-19.9%	Shares	Sole	2025-04-18
2024-12-31	$94,694	534	0.0%	Shares	Sole	2025-02-03
2024-09-30	$86,417	534	0.0%	Shares	Sole	2024-10-17
2024-06-30	$81,194	534	0.0%	Shares	Sole	2024-08-09
2024-03-31	$76,917	534	0.0%	Shares	Sole	2024-04-19
2023-12-31	$71,865	534	0.0%	Shares	Sole	2024-02-01
2023-09-30	$64,624	534	+13.1%	Shares	Sole	2024-01-10
2023-06-30	$53,746	472	0.0%	Shares	Sole	2024-01-10
2023-03-31	$46,402	472	0.0%	Shares	Sole	2024-01-10
2022-12-31	$47,327	472	0.0%	Shares	Sole	2024-01-10
2022-09-30	$46,812	472	0.0%	Shares	Sole	2024-01-10
2022-06-30	$61,279	472	0.0%	Shares	Sole	2024-01-10
2022-03-31	$66,929	472	0.0%	Shares	Sole	2024-01-10
2021-12-31	$83,482	472	0.0%	Shares	Sole	2024-01-10
2021-09-30	$68,180	472	0.0%	Shares	Sole	2024-01-10
2021-06-30	$71,017	472	-99.3%	Shares	Sole	2024-01-10
2021-03-31	$472	66,488	+13986.4%	Shares	Sole	2024-01-10
2020-12-31	$65,848	472	0.0%	Shares	Sole	2024-01-10
2020-09-30	$69,270	472	+0.4%	Shares	Sole	2024-01-10
2020-06-30	$66,791	470	+0.6%	Shares	Sole	2024-01-10
2020-03-31	$64,870	467	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.