WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in DLR — Digital Realty Trust, Inc.
CIK 752365
SOUTH BEND, IN
Position in DLR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$613,624
-$1,432 QoQ
Shares Held
3,417
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#779
of 1,316 holders
Holding Since
Dec 2020
23 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, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $613,624 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
|
3,417 | $613,624 |
All Filings in DLR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,624 | 3,417 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $615,056 | 3,413 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $667,109 | 4,312 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $775,712 | 4,487 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $864,153 | 4,957 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $691,517 | 4,826 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,558,021 | 8,786 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,485,437 | 9,179 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,464,849 | 9,634 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,433,918 | 9,955 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,339,340 | 9,952 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,299,754 | 10,740 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,214,879 | 10,669 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,206,460 | 12,272 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,276,838 | 12,734 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,224,972 | 12,351 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,174,782 | 16,751 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,194,496 | 15,476 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,701,866 | 15,276 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,196,506 | 15,206 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,262,166 | 15,035 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,084,432 | 14,800 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,604,365 | 11,500 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||