Position in DLR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,050,391
-$1,858,636 QoQ
Shares Held
44,829
-18.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#306
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, 2026Allworth Financial LP holds $33,361,029 across 16 REIT - Specialty names. DLR ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
74,559 | $9,417,547 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
44,829 | $8,050,391 | |
| 3 | AMT |
American Tower Corp /Ma/
|
46,849 | $7,663,090 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
75,746 | $3,372,969 | |
| 5 | EQIX |
Equinix Inc
|
2,668 | $2,781,096 | |
| 6 | WY |
Weyerhaeuser Co
|
36,963 | $884,894 | |
| 7 | CCI |
Crown Castle Inc.
|
5,288 | $400,460 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
2,089 | $325,842 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,050,391 | 44,829 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,909,027 | 54,986 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,488,009 | 54,864 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,411,414 | 54,439 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $9,258,666 | 53,110 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,008,866 | 41,935 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,041,596 | 39,709 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,466,079 | 39,956 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,071,812 | 39,933 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,151,948 | 42,710 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,841,175 | 43,403 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $83,261 | 688 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $115,691 | 1,016 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $95,655 | 973 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $132,757 | 1,324 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $158,291 | 1,596 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $241,743 | 1,862 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $65,511 | 462 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $91,795 | 519 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $46,368 | 321 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $48,297 | 321 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $45,209 | 321 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $47,851 | 343 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $46,082 | 314 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $42,775 | 301 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $41,811 | 301 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||