INDEPENDENT FINANCIAL GROUP, LLC

Position in DLR — Digital Realty Trust, Inc.

CIK 275484 SAN DIEGO, CA

Position in DLR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$495,820

+$205,322 QoQ

Shares Held

2,761

+71.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#825

of 1,316 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $4,095,890 across 6 REIT - Specialty names. DLR ranks #4 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	9,146	$1,155,231
2	WY	Weyerhaeuser Co	48,212	$1,154,195
3	EPR	Epr Properties	12,093	$701,514
4	DLR	Digital Realty Trust, Inc. This page	2,761	$495,820
5	EQIX	Equinix Inc	297	$309,589
6	AMT	American Tower Corp /Ma/	1,709	$279,541

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$495,820	2,761	+71.3%	Shares	Sole	2026-07-15
2026-03-31	$290,498	1,612	-7.5%	Shares	Sole	2026-05-15
2025-12-31	$269,504	1,742	-10.4%	Shares	Sole	2026-05-15
2025-09-30	$336,078	1,944	-2.5%	Shares	Sole	2026-05-15
2025-06-30	$347,614	1,994	+4.5%	Shares	Sole	2026-05-15
2025-03-31	$273,540	1,909	-72.5%	Shares	Sole	2026-05-19
2024-12-31	$1,230,315	6,938	+208.2%	Shares	Sole	2026-06-12
2024-09-30	$364,279	2,251	+5.5%	Shares	Sole	2026-06-12
2024-06-30	$324,474	2,134	+0.6%	Shares	Sole	2026-06-12
2024-03-31	$305,652	2,122	+7.7%	Shares	Sole	2026-06-12
2023-12-31	$265,257	1,971	-27.1%	Shares	Sole	2026-06-12
2023-09-30	$327,238	2,704	-14.3%	Shares	Sole	2026-06-12
2023-06-30	$359,259	3,155	+2.1%	Shares	Sole	2026-06-12
2023-03-31	$303,777	3,090	-60.0%	Shares	Sole	2026-06-12
2022-12-31	$774,585	7,725	-0.7%	Shares	Sole	2026-06-15
2022-09-30	$771,719	7,781	-4.3%	Shares	Sole	2026-06-15
2022-06-30	$1,056,037	8,134	+3.5%	Shares	Sole	2026-06-12
2022-03-31	$1,114,689	7,861	+37.8%	Shares	Sole	2026-06-12
2021-12-31	$1,008,866	5,704	+136.9%	Shares	Sole	2026-06-15
2021-09-30	$347,835	2,408	+6.0%	Shares	Sole	2026-06-15
2021-06-30	$341,694	2,271	-8.2%	Shares	Sole	2026-06-15
2021-03-31	$348,297	2,473	+4.7%	Shares	Sole	2026-06-15
2020-12-31	$329,662	2,363	-55.9%	Shares	Sole	2026-06-15
2020-09-30	$787,220	5,364	-6.5%	Shares	Sole	2026-06-15
2020-06-30	$815,427	5,738	+10.6%	Shares	Sole	2026-06-15
2020-03-31	$720,387	5,186	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.