DLR — DIGITAL RLTY TR INC

Ownership history in WILLNER & HELLER, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which WILLNER & HELLER, LLC reported a position in DIGITAL RLTY TR INC (DLR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.53% (2024 Q4)
Avg. % of fund
0.47%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,504 +25 +0.7% 0.47% $606K $170.35
2025 Q2 ADDED 3,479 +24 +0.7% 0.51% $607K $170.57
2025 Q1 ADDED 3,455 +53 +1.6% 0.46% $495K $139.23
2024 Q4 UNCHANGED 3,402 — 0% 0.53% $603K $170.86
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DLR price (monthly, adj. close)

Other funds also holding DLR

As of 2025 Q4 — sorted by position size

APG Asset Management US Inc. 3Y 7Y 10.44% COHEN & STEERS, INC. 3Y 7Y 7.83% Vert Asset Management LLC 3Y 7.26% Resolution Capital Ltd 3Y 7Y 6.83% Vision Capital Corp 3Y 7Y 6.43% AEW CAPITAL MANAGEMENT L P 3Y 7Y 6.15% Hazelview Securities Inc. 3Y 7Y 6.12% Waterfront Capital Partners, LLC 3Y 7Y 6.0% LDR Capital Management LLC 3Y 7Y 5.13% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 5.04%
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