Position in DLR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$48,780,324
+$4,985,637 QoQ
Shares Held
270,686
-4.4% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.9188284580658033.ToString("F0")%
Shared 0.ToString("F0")%
None 98.0811715419342.ToString("F0")%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $372,564,838 across 17 REIT - Specialty names. DLR ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
849,192 | $146,553,555 | |
| 2 | IRM |
Iron Mountain Inc
|
621,238 | $63,453,249 | |
| 3 | DLR |
Digital Realty Trust, Inc.
This page
|
270,686 | $48,780,324 | |
| 4 | CCI |
Crown Castle Inc.
|
367,419 | $29,874,838 | |
| 5 | EQIX |
Equinix Inc
|
30,289 | $29,690,489 | |
| 6 | WY |
Weyerhaeuser Co
|
846,566 | $20,681,607 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
119,303 | $15,110,917 | |
| 8 | EPR |
Epr Properties
|
90,627 | $4,527,724 |
All Filings in DLR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,780,324 | 270,686 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $43,794,687 | 283,076 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $55,100,140 | 318,719 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $54,595,100 | 313,171 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $40,827,476 | 284,929 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $45,107,432 | 254,370 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $34,044,015 | 210,369 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $30,263,575 | 199,037 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $25,011,105 | 173,640 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $23,113,980 | 171,749 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,650,138 | 162,371 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,208,730 | 168,690 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $31,935,020 | 324,840 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $35,716,575 | 356,204 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $32,154,453 | 324,203 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $37,518,792 | 288,984 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $34,937,818 | 246,388 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $34,327,813 | 194,085 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $26,111,215 | 180,763 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $26,446,203 | 175,769 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $23,930,124 | 169,910 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $17,577,283 | 125,993 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,364,992 | 91,067 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $12,287,114 | 86,462 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,806,364 | 77,794 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||