Turtle Creek Wealth Advisors, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 2007171
DALLAS, TX
Position in DLR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$345,332
+$24,919 QoQ
Shares Held
1,923
+8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#902
of 1,315 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $1,765,759 across 4 REIT - Specialty names. DLR ranks #3 (19.6% of the industry book) .
All Filings in DLR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,332 | 1,923 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $320,413 | 1,778 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $274,014 | 1,585 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $259,577 | 1,489 | Shares | Sole | 2025-07-28 | |
| 2023-12-31 | $32,433 | 241 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||