Position in DLR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$321,448
-$2,389 QoQ
Shares Held
1,790
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#921
of 1,315 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026RFG Advisory, LLC holds $5,081,358 across 6 REIT - Specialty names. DLR ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
16,910 | $2,135,902 | |
| 2 | AMT |
American Tower Corp /Ma/
|
4,640 | $758,964 | |
| 3 | CCI |
Crown Castle Inc.
|
8,819 | $667,862 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
4,112 | $641,389 | |
| 5 | EPR |
Epr Properties
|
9,581 | $555,793 | |
| 6 | DLR |
Digital Realty Trust, Inc.
This page
|
1,790 | $321,448 |
All Filings in DLR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,448 | 1,790 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $323,837 | 1,797 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $271,051 | 1,752 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $240,648 | 1,392 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $482,894 | 2,770 | Shares | Sole | 2025-07-28 | |
| 2023-03-31 | $1,402,982 | 14,271 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,424,736 | 14,209 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,069,557 | 10,784 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,251,171 | 9,637 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,406,088 | 9,916 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,716,346 | 9,704 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,468,767 | 10,168 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,275,900 | 8,480 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,169,535 | 8,304 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,058,183 | 7,585 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,051,975 | 7,168 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,075,062 | 7,565 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,056,827 | 7,608 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||