Position in DLR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$429,375
+$9,666 QoQ
Shares Held
2,391
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#851
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $5,826,184 across 12 REIT - Specialty names. DLR ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
25,220 | $4,125,235 | |
| 2 | EQIX |
Equinix Inc
|
418 | $435,719 | |
| 3 | DLR |
Digital Realty Trust, Inc.
This page
|
2,391 | $429,375 | |
| 4 | IRM |
Iron Mountain Inc
|
2,791 | $352,531 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
1,707 | $266,257 | |
| 6 | CCI |
Crown Castle Inc.
|
1,974 | $149,491 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
609 | $27,118 | |
| 8 | SBAC |
Sba Communications Corp
|
140 | $24,704 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,375 | 2,391 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $419,709 | 2,329 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $325,664 | 2,105 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $357,170 | 2,066 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $335,585 | 1,925 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $199,459 | 1,392 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $201,978 | 1,139 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $175,909 | 1,087 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $155,091 | 1,020 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $70,723 | 491 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $64,060 | 476 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $43,688 | 361 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $57,048 | 501 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $2,095,182 | 21,312 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $2,746,194 | 27,388 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $2,986,012 | 30,107 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $3,560,068 | 27,421 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $3,187,380 | 22,478 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,767,285 | 9,992 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $1,629,540 | 11,281 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $1,657,316 | 11,015 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,509,945 | 10,721 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $79,660 | 571 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $90,697 | 618 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $75,602 | 532 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $46,118 | 332 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||