Position in DLR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$437,995
+$4,410 QoQ
Shares Held
2,439
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#846
of 1,316 holders
Holding Since
Sep 2020
11 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, 2026Prospera Financial Services Inc holds $12,693,476 across 6 REIT - Specialty names. DLR ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
6,564 | $6,842,247 | |
| 2 | WY |
Weyerhaeuser Co
|
91,107 | $2,181,101 | |
| 3 | AMT |
American Tower Corp /Ma/
|
12,120 | $1,982,468 | |
| 4 | IRM |
Iron Mountain Inc
|
7,677 | $969,681 | |
| 5 | DLR |
Digital Realty Trust, Inc.
This page
|
2,439 | $437,995 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
1,795 | $279,984 |
All Filings in DLR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,995 | 2,439 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $433,585 | 2,406 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $345,467 | 2,233 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $215,581 | 1,247 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $209,196 | 1,200 | Shares | Sole | 2025-08-06 | |
| 2024-03-31 | $222,253 | 1,543 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $130,219 | 1,003 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,040,901 | 21,445 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $287,944 | 1,628 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $229,531 | 1,589 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $97,448 | 664 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||