Position in DLR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$559,750
+$85,564 QoQ
Shares Held
3,117
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#800
of 1,316 holders
Holding Since
Sep 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $8,237,922 across 9 REIT - Specialty names. DLR ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
28,494 | $3,599,077 | |
| 2 | AMT |
American Tower Corp /Ma/
|
11,277 | $1,844,578 | |
| 3 | WY |
Weyerhaeuser Co
|
33,901 | $811,589 | |
| 4 | DLR |
Digital Realty Trust, Inc.
This page
|
3,117 | $559,750 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,276 | $355,010 | |
| 6 | EQIX |
Equinix Inc
|
298 | $310,632 | |
| 7 | CCI |
Crown Castle Inc.
|
3,775 | $285,880 | |
| 8 | SBAC |
Sba Communications Corp
|
1,487 | $262,396 |
All Filings in DLR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,750 | 3,117 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $474,186 | 3,065 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $455,884 | 2,637 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $457,616 | 2,625 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $309,792 | 2,162 | Shares | Sole | 2025-05-05 | |
| 2024-03-31 | $236,225 | 1,640 | Shares | Sole | 2024-04-30 | |
| 2023-03-31 | $373,479 | 3,799 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $208,260 | 2,077 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $213,305 | 1,206 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $228,231 | 1,580 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $245,400 | 1,631 | Shares | Sole | 2021-08-06 | |
| 2020-09-30 | $332,998 | 2,269 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||