Pines Wealth Management, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 2037426
SOUTHERN PINES, NC
Position in DLR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$755,313
-$4,272 QoQ
Shares Held
4,206
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#732
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, 2026Pines Wealth Management, LLC holds $1,139,954 across 2 REIT - Specialty names. DLR ranks #1 (66.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
4,206 | $755,313 | |
| 2 | EQIX |
Equinix Inc
|
369 | $384,641 |
All Filings in DLR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,313 | 4,206 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $759,585 | 4,215 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $664,324 | 4,294 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $689,445 | 3,988 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $642,406 | 3,685 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $496,929 | 3,468 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $538,019 | 3,034 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||