Position in DLR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,525,885
+$1,671 QoQ
Shares Held
8,497
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#139
of 451 holders
Holding Since
Dec 2023
10 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, 2026Merit Financial Group, LLC holds $34,484,250 across 12 REIT - Specialty names. DLR ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
96,502 | $15,052,379 | |
| 2 | EQIX |
Equinix Inc
|
4,772 | $4,974,280 | |
| 3 | AMT |
American Tower Corp /Ma/
|
20,853 | $3,410,922 | |
| 4 | IRM |
Iron Mountain Inc
|
26,724 | $3,375,504 | |
| 5 | SBAC |
Sba Communications Corp
|
18,584 | $3,279,330 | |
| 6 | DLR |
Digital Realty Trust, Inc.
This page
|
8,497 | $1,525,885 | |
| 7 | CCI |
Crown Castle Inc.
|
12,931 | $979,261 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
19,621 | $873,719 |
All Filings in DLR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,525,885 | 8,497 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,524,214 | 8,458 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,039,493 | 6,719 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,010,654 | 5,846 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $911,920 | 5,231 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $451,363 | 3,150 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $570,470 | 3,217 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $351,843 | 2,314 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $353,474 | 2,454 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $270,774 | 2,012 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||