Position in DLR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$246,024
+$25,808 QoQ
Shares Held
1,370
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#989
of 1,316 holders
Holding Since
Jun 2020
24 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, 2026B. Riley Wealth Advisors, Inc. holds $2,605,673 across 4 REIT - Specialty names. DLR ranks #3 (9.4% of the industry book) .
All Filings in DLR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,024 | 1,370 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $220,216 | 1,222 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $339,743 | 2,196 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $350,946 | 2,030 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $419,263 | 2,405 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $496,701 | 2,801 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $569,317 | 3,518 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $470,442 | 3,094 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $527,186 | 3,660 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $478,431 | 3,555 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $442,933 | 3,660 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $374,518 | 3,289 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $284,214 | 2,891 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $280,555 | 2,798 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $281,869 | 2,842 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $323,796 | 2,494 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $459,148 | 3,238 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $507,616 | 2,870 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $412,693 | 2,857 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $441,600 | 2,935 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $369,141 | 2,621 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $257,813 | 1,848 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $687,864 | 4,687 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $359,679 | 2,531 | Shares | Other | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||