SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in DLR — Digital Realty Trust, Inc.
CIK 1531593
NEW YORK, NY
Position in DLR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$67,522
+$57,971 QoQ
Shares Held
376
+609.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,112
of 1,316 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Derivatives in DLR
reported options exposure · as of Dec 31, 2023CallValue
$6,729,000
CallShares
50,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $366,306 across 12 REIT - Specialty names. DLR ranks #3 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLPI |
Gaming & Leisure Properties, Inc.
|
2,076 | $92,444 | |
| 2 | IRM |
Iron Mountain Inc
|
575 | $72,628 | |
| 3 | DLR |
Digital Realty Trust, Inc.
This page
|
376 | $67,522 | |
| 4 | EQIX |
Equinix Inc
|
42 | $43,780 | |
| 5 | UNIT |
Uniti Group Inc.
|
2,287 | $26,231 | |
| 6 | AMT |
American Tower Corp /Ma/
|
108 | $17,665 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
100 | $15,598 | |
| 8 | EPR |
Epr Properties
|
233 | $13,516 |
All Filings in DLR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,522 | 376 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $9,551 | 53 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $89,577 | 579 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $95,948 | 555 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $54,565 | 313 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $336,927 | 1,900 | Shares | Sole | 2025-02-12 | |
| 2023-12-31 | $26,916 | 200 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $6,729,000 | 50,000 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $12,102 | 100 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $12,102 | 100 | Put | Sole | 2023-11-13 | |
| 2023-09-30 | $6,051,000 | 50,000 | Call | Sole | 2023-11-13 | |
| 2023-06-30 | $43,384 | 381 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $75,108 | 764 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $29,078 | 290 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $99 | 1 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $77,248 | 595 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $16,448 | 116 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,430,524 | 8,088 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $462,664 | 3,075 | Shares | Sole | 2021-07-19 | |
| 2021-06-30 | $3,460 | 23 | Put | Sole | 2021-07-19 | |
| 2020-06-30 | $375,880 | 2,645 | Shares | Sole | 2020-08-06 | |
| 2020-06-30 | $14,211 | 100 | Call | Sole | 2020-08-06 | |
| 2020-03-31 | $2,917 | 21 | Put | Sole | 2020-04-28 | |
| 2020-03-31 | $530,358 | 3,818 | Shares | Sole | 2020-04-28 | |
| 2020-03-31 | $113,905 | 820 | Call | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||