Position in DLR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,060,532
+$106,438 QoQ
Shares Held
5,885
-4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Advisory Services Network, LLC holds $15,806,126 across 15 REIT - Specialty names. DLR ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
43,181 | $7,452,170 | |
| 2 | WY |
Weyerhaeuser Co
|
70,652 | $1,726,026 | |
| 3 | RYN |
Rayonier Inc
|
65,320 | $1,346,898 | |
| 4 | IRM |
Iron Mountain Inc
|
12,356 | $1,262,037 | |
| 5 | CCI |
Crown Castle Inc.
|
13,500 | $1,097,680 | |
| 6 | DLR |
Digital Realty Trust, Inc.
This page
|
5,885 | $1,060,532 | |
| 7 | EQIX |
Equinix Inc
|
511 | $500,897 | |
| 8 | FRMI |
Fermi Inc.
|
84,825 | $495,377 |
All Filings in DLR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,060,532 | 5,885 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $954,094 | 6,167 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,303,686 | 7,541 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,311,482 | 7,523 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,042,023 | 14,251 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $966,445 | 5,450 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $903,658 | 5,584 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $849,045 | 5,584 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $806,334 | 5,598 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,251,861 | 9,302 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,351,912 | 11,171 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,255,870 | 11,029 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,110,704 | 11,298 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,419,421 | 14,156 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,513,386 | 15,259 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,125,572 | 16,372 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,362,245 | 16,659 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $2,693,021 | 15,226 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,953,541 | 13,524 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,982,761 | 13,178 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,749,935 | 12,425 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,989,690 | 14,262 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,835,819 | 12,509 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,902,425 | 13,387 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,746,097 | 12,570 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||