Position in DLR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$44,903,260
+$298,763 QoQ
Shares Held
250,046
+1.0% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#119
of 1,319 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, 2026Creative Planning holds $155,363,585 across 16 REIT - Specialty names. DLR ranks #1 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
250,046 | $44,903,260 | |
| 2 | AMT |
American Tower Corp /Ma/
|
176,000 | $28,788,319 | |
| 3 | EQIX |
Equinix Inc
|
26,176 | $27,285,599 | |
| 4 | IRM |
Iron Mountain Inc
|
139,922 | $17,673,546 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
196,432 | $8,747,116 | |
| 6 | EPR |
Epr Properties
|
123,391 | $7,157,911 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
33,620 | $5,244,046 | |
| 8 | CCI |
Crown Castle Inc.
|
67,653 | $5,123,361 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,903,260 | 250,046 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $44,604,497 | 247,514 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $34,761,170 | 224,686 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $39,148,675 | 226,450 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,916,290 | 165,871 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $22,565,452 | 157,481 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,760,656 | 156,548 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $26,824,293 | 165,756 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $25,031,376 | 164,626 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $23,178,915 | 160,920 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $21,073,881 | 156,590 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $31,105,043 | 257,024 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,773,416 | 24,356 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,190,444 | 22,281 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,435,959 | 24,294 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,846,136 | 18,614 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,132,068 | 16,422 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,065,600 | 14,567 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,659,063 | 15,034 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,203,006 | 15,251 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,123,742 | 14,115 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,407,659 | 17,095 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,342,930 | 16,794 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,227,816 | 15,180 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,999,914 | 14,073 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,202,556 | 15,856 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||