Position in DLR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,293,497
+$233,712 QoQ
Shares Held
18,340
+8.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#449
of 1,316 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 99%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026GeoWealth Management, LLC holds $15,866,163 across 9 REIT - Specialty names. DLR ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
4,644 | $4,840,859 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
18,340 | $3,293,497 | |
| 3 | IRM |
Iron Mountain Inc
|
18,781 | $2,372,228 | |
| 4 | AMT |
American Tower Corp /Ma/
|
11,639 | $1,903,791 | |
| 5 | CCI |
Crown Castle Inc.
|
18,604 | $1,408,880 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
12,993 | $578,578 | |
| 7 | SBAC |
Sba Communications Corp
|
3,075 | $542,614 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
3,248 | $506,623 |
All Filings in DLR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,293,497 | 18,340 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $3,059,785 | 16,979 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,865,848 | 18,524 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,963,681 | 17,143 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,921,945 | 16,761 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,473,042 | 17,259 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $3,083,414 | 17,388 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,234,710 | 13,809 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,924,192 | 12,655 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,371,260 | 9,520 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $376,151 | 2,795 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||