Axis Wealth Partners, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 2052531
EAST PROVIDENCE, RI
Position in DLR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$300,796
-$515 QoQ
Shares Held
1,675
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#940
of 1,319 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, 2026Axis Wealth Partners, LLC holds $812,225 across 2 REIT - Specialty names. DLR ranks #2 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
4,049 | $511,429 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
1,675 | $300,796 |
All Filings in DLR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,796 | 1,675 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $301,311 | 1,672 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $249,083 | 1,610 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $269,519 | 1,559 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $271,257 | 1,556 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $222,529 | 1,553 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $296,495 | 1,672 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||