Total Wealth Planning & Management, Inc.
Position in DLR — Digital Realty Trust, Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in DLR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,217,552
-$137,086 QoQ
Shares Held
6,780
-9.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#637
of 1,319 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $1,825,574 across 3 REIT - Specialty names. DLR ranks #1 (66.7% of the industry book) .
All Filings in DLR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,217,552 | 6,780 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,354,638 | 7,517 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $263,471 | 1,703 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $701,329 | 4,023 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $576,312 | 4,022 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $224,854 | 1,268 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||