Position in DLR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$510,905
+$4,155 QoQ
Shares Held
2,845
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#817
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, 2026BankPlus Wealth Management LLC holds $510,905 across 1 REIT - Specialty name. DLR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
2,845 | $510,905 |
All Filings in DLR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,905 | 2,845 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $506,750 | 2,812 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $459,952 | 2,973 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $530,222 | 3,067 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $505,557 | 2,900 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $401,785 | 2,804 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $475,244 | 2,680 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||