MONTAG A & ASSOCIATES INC

Position in DLR — Digital Realty Trust, Inc.

CIK 829407 ATLANTA, GA

Position in DLR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$26,218

-$92 QoQ

Shares Held

146

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,178

of 1,316 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $2,023,221 across 7 REIT - Specialty names. DLR ranks #6 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co	55,328	$1,324,552
2	IRM	Iron Mountain Inc	3,019	$381,329
3	AMT	American Tower Corp /Ma/	1,069	$174,856
4	EQIX	Equinix Inc	53	$55,246
5	RYN	Rayonier Inc	1,834	$39,027
6	DLR	Digital Realty Trust, Inc. This page	146	$26,218
7	LAMR	Lamar Advertising Co/New	141	$21,993

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,218	146	0.0%	Shares	Sole	2026-08-05
2026-03-31	$26,310	146	0.0%	Shares	Sole	2026-04-29
2025-12-31	$22,587	146	-91.2%	Shares	Sole	2026-02-02
2025-09-30	$286,807	1,659	-29.3%	Shares	Sole	2025-11-12
2025-06-30	$408,978	2,346	-12.9%	Shares	Sole	2025-08-07
2025-03-31	$385,736	2,692	-86.5%	Shares	Sole	2025-05-05
2024-12-31	$3,530,994	19,912	+3988.7%	Shares	Sole	2025-01-30
2024-09-30	$78,811	487	+233.6%	Shares	Sole	2024-11-05
2024-06-30	$22,199	146	+135.5%	Shares	Sole	2024-07-31
2023-06-30	$7,059	62	0.0%	Shares	Sole	2023-08-09
2023-03-31	$6,095	62	0.0%	Shares	Sole	2023-05-11
2022-12-31	$6,216	62	-95.9%	Shares	Sole	2023-02-02
2022-09-30	$151,051	1,523	0.0%	Shares	Sole	2022-11-09
2022-06-30	$197,731	1,523	0.0%	Shares	Sole	2022-08-10
2022-03-31	$215,961	1,523	—	Shares	Sole	2022-05-02
No filing history on record for this holder in this stock.