WEATHERLY ASSET MANAGEMENT L. P.

Position in DLR — Digital Realty Trust, Inc.

CIK 934745 DEL MAR, CA

Position in DLR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$9,808,120

-$169 QoQ

Shares Held

54,617

+0.3% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#269

of 1,316 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

WEATHERLY ASSET MANAGEMENT L. P. holds $15,161,129 across 3 REIT - Specialty names. DLR ranks #1 (64.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc. This page	54,617	$9,808,120
2	EQIX	Equinix Inc	4,942	$5,151,491
3	AMT	American Tower Corp /Ma/	1,232	$201,518

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,808,120	54,617	+0.3%	Shares	Sole	2026-07-20
2026-03-31	$9,808,289	54,427	+6.7%	Shares	Sole	2026-04-15
2025-12-31	$7,888,817	50,991	+4.2%	Shares	Sole	2026-01-16
2025-09-30	$8,459,882	48,935	+2.7%	Shares	Sole	2025-10-16
2025-06-30	$8,310,136	47,669	+2.2%	Shares	Sole	2025-07-11
2025-03-31	$6,684,048	46,647	+2.2%	Shares	Sole	2025-05-01
2024-12-31	$8,090,681	45,625	+9.3%	Shares	Sole	2025-01-29
2024-09-30	$6,754,298	41,737	+17.7%	Shares	Sole	2024-10-29
2024-06-30	$5,393,213	35,470	+14.8%	Shares	Sole	2024-07-31
2024-03-31	$4,450,403	30,897	+9.1%	Shares	Sole	2024-04-19
2023-12-31	$3,809,556	28,307	-4.1%	Shares	Sole	2024-02-01
2023-09-30	$3,573,357	29,527	-2.1%	Shares	Sole	2023-10-10
2023-06-30	$3,435,685	30,172	-0.9%	Shares	Sole	2023-07-21
2023-03-31	$2,992,261	30,437	+12.1%	Shares	Sole	2023-04-13
2022-12-31	$2,722,430	27,151	+13.7%	Shares	Sole	2023-01-11
2022-09-30	$2,367,724	23,873	+18.4%	Shares	Sole	2022-10-17
2022-06-30	$2,618,021	20,165	+20.1%	Shares	Sole	2022-07-18
2022-03-31	$2,380,113	16,785	+101.3%	Shares	Sole	2022-05-06
2021-12-31	$1,475,095	8,340	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.