Copia Wealth Management

Position in DLR — Digital Realty Trust, Inc.

CIK 2058771 BEND, OR

Position in DLR

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$75,603

+$997 QoQ

Shares Held

421

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,100

of 1,316 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Copia Wealth Management holds $85,526 across 4 REIT - Specialty names. DLR ranks #1 (88.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc. This page	421	$75,603
2	IRM	Iron Mountain Inc	42	$5,305
3	AMT	American Tower Corp /Ma/	25	$4,089
4	SBAC	Sba Communications Corp	3	$529

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$75,603	421	+1.7%	Shares	Sole	2026-08-18
2026-03-31	$74,606	414	0.0%	Shares	Sole	2026-05-04
2025-12-31	$64,049	414	0.0%	Shares	Sole	2026-02-06
2025-09-30	$71,572	414	+11.0%	Shares	Sole	2025-10-31
2025-06-30	$65,025	373	+7.8%	Shares	Sole	2025-07-28
2025-03-31	$49,578	346	0.0%	Shares	Sole	2025-04-17
2024-12-31	$61,356	346	—	Shares	Sole	2025-03-06
No filing history on record for this holder in this stock.