Position in DLR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$6,468,830
-$56,574 QoQ
Shares Held
36,022
-0.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#347
of 1,316 holders
Holding Since
Dec 2020
18 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, 2026Dynamic Advisor Solutions LLC holds $18,372,149 across 6 REIT - Specialty names. DLR ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
48,348 | $7,541,321 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
36,022 | $6,468,830 | |
| 3 | AMT |
American Tower Corp /Ma/
|
17,307 | $2,830,905 | |
| 4 | EQIX |
Equinix Inc
|
813 | $847,463 | |
| 5 | CCI |
Crown Castle Inc.
|
6,040 | $457,409 | |
| 6 | IRM |
Iron Mountain Inc
|
1,791 | $226,221 |
All Filings in DLR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,468,830 | 36,022 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $6,525,404 | 36,210 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,533,976 | 35,770 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $6,201,724 | 35,873 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $6,143,040 | 35,238 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,139,382 | 35,867 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,358,521 | 35,857 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,967,966 | 36,878 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,558,643 | 36,558 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,232,685 | 36,328 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $4,015,059 | 29,834 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $397,539 | 3,062 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $446,386 | 3,148 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $513,276 | 2,902 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $359,247 | 2,487 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $334,171 | 2,221 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $278,018 | 1,974 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $215,682 | 1,546 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||