Position in DLR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,967,246
+$17,643 QoQ
Shares Held
44,366
+0.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#307
of 1,315 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $12,098,206 across 7 REIT - Specialty names. DLR ranks #1 (65.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
44,366 | $7,967,246 | |
| 2 | CCI |
Crown Castle Inc.
|
17,487 | $1,324,290 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
7,895 | $1,231,462 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
16,852 | $750,419 | |
| 5 | AMT |
American Tower Corp /Ma/
|
2,116 | $346,114 | |
| 6 | EQIX |
Equinix Inc
|
264 | $275,190 | |
| 7 | IRM |
Iron Mountain Inc
|
1,611 | $203,485 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,967,246 | 44,366 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,949,603 | 44,113 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,610,603 | 42,729 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,120,235 | 41,186 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,158,512 | 41,063 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,703,371 | 39,803 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,990,525 | 39,421 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,443,099 | 39,814 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,128,831 | 40,308 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,835,636 | 40,514 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,596,374 | 41,584 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $5,112,247 | 42,243 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,916,678 | 43,178 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $4,009,573 | 40,785 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $4,078,883 | 40,679 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $3,556,793 | 35,862 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $4,459,790 | 34,351 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,634,874 | 32,686 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $5,285,759 | 29,885 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,281,931 | 29,643 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,343,328 | 28,867 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,964,646 | 28,150 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,825,503 | 27,421 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,836,306 | 26,140 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,551,897 | 24,994 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $3,479,695 | 25,050 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||