Digital Realty Trust shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Digital Realty Trust (DLR) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Digital Realty Trust
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Quarterly reported holdings in Digital Realty Trust by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 1.8k | 172.91 |
| 2025-06-30 | $309k | 1.8k | 174.29 |
| 2025-03-31 | $253k | 1.8k | 143.29 |
| 2024-12-31 | $308k | 1.7k | 177.35 |
| 2024-09-30 | $281k | 1.7k | 161.85 |
| 2024-06-30 | $262k | 1.7k | 152.07 |
| 2024-03-31 | $246k | 1.7k | 144.06 |
| 2023-09-30 | $203k | 1.7k | 121.04 |
| 2022-06-30 | $206k | 1.6k | 130.13 |
| 2022-03-31 | $222k | 1.6k | 141.49 |
| 2021-12-31 | $273k | 1.5k | 176.81 |
| 2021-09-30 | $223k | 1.5k | 144.43 |
| 2021-06-30 | $236k | 1.6k | 150.70 |
| 2021-03-31 | $219k | 1.6k | 140.84 |
| 2020-12-31 | $214k | 1.5k | 139.50 |
| 2020-09-30 | $5.0k | 34 | 147.06 |
| 2020-06-30 | $5.0k | 34 | 147.06 |
| 2020-03-31 | $5.4M | 39k | 138.90 |
| 2019-12-31 | $4.7M | 39k | 119.75 |
More positions owned by Walled Lake Planning & Wealth Management
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