CREATIVE FINANCIAL DESIGNS INC /ADV
Position in DLR — Digital Realty Trust, Inc.
CIK 819864
KOKOMO, IN
Position in DLR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$139,533
+$6,358 QoQ
Shares Held
777
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,064
of 1,315 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $3,254,722 across 10 REIT - Specialty names. DLR ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
61,600 | $1,474,704 | |
| 2 | IRM |
Iron Mountain Inc
|
11,573 | $1,461,785 | |
| 3 | DLR |
Digital Realty Trust, Inc.
This page
|
777 | $139,533 | |
| 4 | FPI |
Farmland Partners Inc.
|
11,270 | $109,093 | |
| 5 | AMT |
American Tower Corp /Ma/
|
213 | $34,840 | |
| 6 | CCI |
Crown Castle Inc.
|
200 | $15,146 | |
| 7 | RYN |
Rayonier Inc
|
524 | $11,150 | |
| 8 | FRMI |
Fermi Inc.
|
525 | $4,809 |
All Filings in DLR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,533 | 777 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $133,175 | 739 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $116,651 | 754 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $118,249 | 684 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $109,827 | 630 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $100,303 | 700 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $113,668 | 641 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,946 | 80 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $12,164 | 80 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $11,523 | 80 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $22 | 0 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $20 | 0 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18 | 0 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $16 | 0 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,506 | 25 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,479 | 25 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,245 | 25 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $19,568 | 138 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $24,054 | 136 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $19,645 | 136 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $20,462 | 136 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $19,154 | 136 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $46,875 | 336 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $49,311 | 336 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $31,974 | 225 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||