Marshall & Sterling Wealth Advisors Inc.
Position in DLR — Digital Realty Trust, Inc.
CIK 2056315
POUGHKEEPSIE, NY
Position in DLR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$53,874
-$189 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,126
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, 2026Marshall & Sterling Wealth Advisors Inc. holds $53,874 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
|
300 | $53,874 |
All Filings in DLR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,874 | 300 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $54,063 | 300 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $46,413 | 300 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $51,864 | 300 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $52,299 | 300 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $46,139 | 322 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $53,199 | 300 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||