Position in DLR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$44,011,246
+$6,827,936 QoQ
Shares Held
244,222
+1.6% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 70.92779219932433.ToString("F0")%
Shared 0.5582972341873516.ToString("F0")%
None 28.51391056648831.ToString("F0")%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Focus Partners Wealth holds $211,151,152 across 15 REIT - Specialty names. DLR ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
400,249 | $69,074,972 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
244,222 | $44,011,246 | |
| 3 | RYN |
Rayonier Inc
|
1,087,057 | $22,415,115 | |
| 4 | IRM |
Iron Mountain Inc
|
207,531 | $21,197,216 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
389,885 | $17,299,197 | |
| 6 | CCI |
Crown Castle Inc.
|
211,749 | $17,217,311 | |
| 7 | EQIX |
Equinix Inc
|
5,682 | $5,569,723 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
43,422 | $5,499,830 |
All Filings in DLR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,011,246 | 244,222 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,183,310 | 240,342 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $32,290,526 | 186,780 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,092,235 | 184,089 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,283,684 | 183,430 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $32,235,756 | 181,784 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $26,009,964 | 160,724 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,324,856 | 48,174 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $969,677 | 6,732 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $345,601 | 2,568 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||