UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1463217
IRVING, TX
Position in DLR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,047,374
-$75,650 QoQ
Shares Held
22,538
-1.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#414
of 1,316 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $64,272,779 across 9 REIT - Specialty names. DLR ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
172,265 | $21,758,792 | |
| 2 | AMT |
American Tower Corp /Ma/
|
99,063 | $16,203,734 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
92,700 | $14,459,346 | |
| 4 | EQIX |
Equinix Inc
|
4,933 | $5,142,109 | |
| 5 | DLR |
Digital Realty Trust, Inc.
This page
|
22,538 | $4,047,374 | |
| 6 | CCI |
Crown Castle Inc.
|
18,855 | $1,427,889 | |
| 7 | SBAC |
Sba Communications Corp
|
2,418 | $426,680 | |
| 8 | EPR |
Epr Properties
|
7,159 | $415,293 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,047,374 | 22,538 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $4,123,024 | 22,879 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,773,067 | 24,388 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,299,871 | 24,872 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,706,735 | 26,999 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,183,208 | 29,194 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,436,937 | 30,660 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,114,475 | 31,604 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,959,414 | 32,617 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,269,847 | 36,586 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,330,034 | 54,466 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $20,551,858 | 169,822 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $19,772,386 | 173,640 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,513,327 | 167,972 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $15,812,478 | 157,699 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $14,976,180 | 151,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,045,411 | 146,695 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $20,301,931 | 143,173 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $24,802,303 | 140,229 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $20,184,576 | 139,734 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $21,300,170 | 141,567 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $19,493,664 | 138,410 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $18,716,801 | 134,161 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $19,784,862 | 134,811 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $19,372,008 | 136,317 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $19,656,459 | 141,505 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||