Position in DLR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$31,567,746
+$19,482,575 QoQ
Shares Held
175,172
+124.2% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $135,471,877 across 12 REIT - Specialty names. DLR ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
248,471 | $42,881,125 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
175,172 | $31,567,746 | |
| 3 | IRM |
Iron Mountain Inc
|
211,691 | $21,622,118 | |
| 4 | EQIX |
Equinix Inc
|
13,995 | $13,718,458 | |
| 5 | FRMI |
Fermi Inc.
|
1,586,758 | $9,266,666 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
48,257 | $6,112,231 | |
| 7 | WY |
Weyerhaeuser Co
|
149,246 | $3,646,079 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
81,628 | $3,621,834 |
All Filings in DLR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,567,746 | 175,172 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,085,171 | 78,115 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,525,093 | 78,234 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $13,686,125 | 78,507 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $11,391,698 | 79,501 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,959,594 | 78,721 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,383,878 | 76,524 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,673,182 | 76,772 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $11,222,732 | 77,914 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,903,735 | 88,451 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,916,136 | 81,938 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,005,067 | 79,082 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $7,878,268 | 80,137 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,908,294 | 78,870 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $7,488,288 | 75,502 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||