1776 Wealth LLC DLR — DIGITAL RLTY TR INCORPORATED REIT

Ownership history in 1776 Wealth LLC  ·  20 quarters on record

AI Ownership Summary

1776 Wealth LLC reported DIGITAL RLTY TR INCORPORATED REIT (DLR) in 20 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.47% in 2024 Q4. The latest visible filing shows DLR at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DLR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1776 Wealth LLC's position in DIGITAL RLTY TR INCORPORATED REIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DLR was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DLR stock page 1776 Wealth LLC fund profile 1776 Wealth LLC full holdings
How 1776 Wealth LLC held DLR — position size vs. price
% of Fund (quarterly)    DLR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,390 -85 -1.6% 0.38% $971K 2026-05-08 $195.31
2025 Q4 REDUCED 5.2% +17.3% ❌ 5,475 -300 -5.2% 0.32% $847K 2026-02-11 $173.39
2025 Q3 UNCHANGED — — — 5,775 — 0% 0.38% $998K 2025-11-06 $165.88
2025 Q2 UNCHANGED — — — 5,775 — 0% 0.41% $1.0M 2025-08-08 $166.24
2025 Q1 UNCHANGED — — — 5,775 — 0% 0.38% $828K 2025-05-06 $161.91
2024 Q4 UNCHANGED — — — 5,775 — 0% 0.47% $1.0M 2025-02-10 $160.32
2024 Q3 REDUCED 12.5% +9.6% ❌ 5,775 -827 -12.5% 0.42% $935K 2024-11-06 $166.20
2024 Q2 REDUCED 16.7% +7.2% ❌ 6,602 -1,323 -16.7% 0.45% $1.0M 2024-08-13 $142.09
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DLR

As of 2026 Q1 — sorted by position size

Vert Asset Management LLC 3Y 7.6% AEW CAPITAL MANAGEMENT L P 3Y 7Y 6.01% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 5.71% Pensionfund PDN 3Y 7Y 4.91% Pensionfund Sabic 3Y 7Y 4.76% B&I Capital AG 3Y 4.09% Foresight Group Ltd Liability Partnership 3.35% Chronos Wealth Management, LLC 3Y 2.93% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 2.89% LDR Capital Management LLC 3Y 7Y 2.63%

FAQ About 1776 Wealth LLC and DLR

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1776 Wealth LLC reported owning DLR?

1776 Wealth LLC reported DLR across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported DLR position in 1776 Wealth LLC's portfolio?

The largest reported portfolio weight for DLR was 0.47% in 2024 Q4.

What is the latest reported DLR position on this page?

The most recent filing on this page is 2026 Q1, when 1776 Wealth LLC reported 5,390 shares, equal to 0.38% of portfolio, with an estimated market value of $971K.

What does the chart on this DLR ownership page compare?

The chart compares 1776 Wealth LLC's quarterly DLR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1776 Wealth LLC time their DLR position?

Based on 13F filing dates vs. subsequent DLR price moves, 1776 Wealth LLC correctly timed 3 out of 12 reported position changes (25%). The annualised alpha on DLR relative to SPY over the holding period was -5.6%.

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