Position in DLR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,384,248
+$303,062 QoQ
Shares Held
35,551
+5.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#37
of 293 holders
Holding Since
Dec 2021
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, 2026Sequoia Financial Advisors, LLC holds $19,677,749 across 13 REIT - Specialty names. DLR ranks #1 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
35,551 | $6,384,248 | |
| 2 | EQIX |
Equinix Inc
|
2,240 | $2,334,953 | |
| 3 | AMT |
American Tower Corp /Ma/
|
12,326 | $2,016,163 | |
| 4 | FRMI |
Fermi Inc.
|
201,456 | $1,845,336 | |
| 5 | IRM |
Iron Mountain Inc
|
12,408 | $1,567,254 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
34,538 | $1,537,977 | |
| 7 | RYN |
Rayonier Inc
|
42,450 | $903,336 | |
| 8 | WY |
Weyerhaeuser Co
|
32,323 | $773,812 |
All Filings in DLR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,384,248 | 35,551 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $6,081,186 | 33,745 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,674,407 | 30,214 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,275,433 | 30,515 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,272,087 | 30,242 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,817,245 | 26,640 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,226,696 | 18,196 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,632,812 | 16,269 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,840,413 | 12,104 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,514,724 | 10,516 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,701,360 | 12,642 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,359,128 | 44,283 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,600,702 | 57,967 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,729,015 | 58,275 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $265,013 | 2,643 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $251,350 | 1,936 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $233,544 | 1,647 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $290,243 | 1,641 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||