Mowery & Schoenfeld Wealth Management, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in DLR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,619
-$31 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,239
of 1,316 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $59,315 across 4 REIT - Specialty names. DLR ranks #3 (14.5% of the industry book) .
All Filings in DLR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,619 | 48 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,650 | 48 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,426 | 48 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,298 | 48 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,367 | 48 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,877 | 48 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $9,753 | 55 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||