Position in DLR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$643,973
-$96,870 QoQ
Shares Held
3,586
-12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#766
of 1,316 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $13,015,665 across 9 REIT - Specialty names. DLR ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
31,956 | $5,227,042 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
43,254 | $1,926,100 | |
| 3 | IRM |
Iron Mountain Inc
|
11,861 | $1,498,162 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
8,155 | $1,272,016 | |
| 5 | EQIX |
Equinix Inc
|
1,003 | $1,045,517 | |
| 6 | EPR |
Epr Properties
|
14,067 | $816,026 | |
| 7 | DLR |
Digital Realty Trust, Inc.
This page
|
3,586 | $643,973 | |
| 8 | SBAC |
Sba Communications Corp
|
1,978 | $349,037 |
All Filings in DLR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,973 | 3,586 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $740,843 | 4,111 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $498,320 | 3,221 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $870,429 | 4,993 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $682,920 | 4,766 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $833,982 | 4,703 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $733,575 | 4,533 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $653,967 | 4,301 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $622,252 | 4,320 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $595,112 | 4,422 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $528,131 | 4,364 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $379,414 | 3,332 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,215,542 | 53,052 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $269,626 | 2,689 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $393,514 | 3,031 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $418,168 | 2,949 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $536,092 | 3,031 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $472,062 | 3,268 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $484,481 | 3,220 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $447,026 | 3,174 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $571,293 | 4,095 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $464,935 | 3,168 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $450,000 | 0 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $500,353 | 3,602 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||