Position in DLR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$47,049
+$375 QoQ
Shares Held
262
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,136
of 1,315 holders
Holding Since
Mar 2021
22 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, 2026MV CAPITAL MANAGEMENT, INC. holds $220,514 across 11 REIT - Specialty names. DLR ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
86 | $89,645 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
262 | $47,049 | |
| 3 | AMT |
American Tower Corp /Ma/
|
257 | $42,037 | |
| 4 | CCI |
Crown Castle Inc.
|
283 | $21,431 | |
| 5 | IRM |
Iron Mountain Inc
|
110 | $13,894 | |
| 6 | SBAC |
Sba Communications Corp
|
23 | $4,058 | |
| 7 | WY |
Weyerhaeuser Co
|
43 | $1,029 | |
| 8 | FRMI |
Fermi Inc.
|
74 | $677 |
All Filings in DLR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,049 | 262 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $46,674 | 259 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $38,368 | 248 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $42,874 | 248 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $43,233 | 248 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $33,959 | 237 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $36,884 | 208 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $33,175 | 205 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $30,714 | 202 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $28,663 | 199 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $26,646 | 198 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $22,025 | 182 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $19,471 | 171 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $24,479 | 249 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $21,658 | 216 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $14,182 | 143 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $14,800 | 114 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,395 | 31 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $13,088 | 74 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $10,400 | 72 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,921 | 46 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $563 | 4 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||