Private Wealth Management Group, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 2011342
PRINCETON, NJ
Position in DLR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$16,162
+$845 QoQ
Shares Held
90
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,209
of 1,315 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Private Wealth Management Group, LLC holds $69,236 across 9 REIT - Specialty names. DLR ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
132 | $21,591 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
90 | $16,162 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
91 | $14,194 | |
| 4 | CCI |
Crown Castle Inc.
|
97 | $7,345 | |
| 5 | WY |
Weyerhaeuser Co
|
197 | $4,716 | |
| 6 | EQIX |
Equinix Inc
|
4 | $4,169 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
17 | $757 | |
| 8 | SBAC |
Sba Communications Corp
|
1 | $176 |
All Filings in DLR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,162 | 90 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $15,317 | 85 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,222 | 79 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $13,657 | 79 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,772 | 79 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,310 | 58 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,029 | 34 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,502 | 34 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,017 | 33 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,753 | 33 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,170 | 83 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||