Retirement Wealth Solutions LLC
PensionPosition in DLR — Digital Realty Trust, Inc.
CIK 2044741
MARSHFIELD, WI
Position in DLR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,154
-$8 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,271
of 1,315 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, 2026Retirement Wealth Solutions LLC holds $30,655 across 5 REIT - Specialty names. DLR ranks #5 (7.0% of the industry book) .
All Filings in DLR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,154 | 12 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,162 | 12 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,082 | 7 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,555 | 9 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $174 | 1 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $143 | 1 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $177 | 1 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||