Position in DLR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$506,954
+$58,592 QoQ
Shares Held
2,823
+13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#820
of 1,319 holders
Holding Since
Dec 2022
13 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, 2026BSW Wealth Partners holds $1,211,150 across 3 REIT - Specialty names. DLR ranks #1 (41.9% of the industry book) .
All Filings in DLR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,954 | 2,823 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $448,362 | 2,488 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $326,592 | 2,111 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $293,896 | 1,700 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $246,153 | 1,412 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $206,480 | 1,441 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $247,020 | 1,393 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $207,304 | 1,281 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $226,858 | 1,492 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $205,257 | 1,425 | Shares | Sole | 2024-04-23 | |
| 2023-06-30 | $313,597 | 2,754 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $257,768 | 2,622 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $214,076 | 2,135 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||