Position in DLR
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$4,202,316
+$507,223 QoQ
Shares Held
23,319
-2.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026NewEdge Advisors, LLC holds $36,441,046 across 17 REIT - Specialty names. DLR ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
52,153 | $9,000,564 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
46,563 | $5,897,669 | |
| 3 | IRM |
Iron Mountain Inc
|
41,818 | $4,271,290 | |
| 4 | DLR |
Digital Realty Trust, Inc.
This page
|
23,319 | $4,202,316 | |
| 5 | LAND |
GLADSTONE LAND Corp
|
312,709 | $3,189,631 | |
| 6 | EQIX |
Equinix Inc
|
2,787 | $2,731,928 | |
| 7 | WY |
Weyerhaeuser Co
|
89,800 | $2,193,814 | |
| 8 | CCI |
Crown Castle Inc.
|
24,472 | $1,989,818 |
All Filings in DLR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,202,316 | 23,319 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $3,695,093 | 23,884 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,934,748 | 22,760 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,789,759 | 21,739 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,531,934 | 17,670 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,654,630 | 14,970 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,420,491 | 14,957 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,244,714 | 14,763 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,831,612 | 12,716 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,553,726 | 11,545 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,311,977 | 10,841 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,043,276 | 9,162 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $722,283 | 7,347 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $731,569 | 7,296 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $499,470 | 5,036 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,260,779 | 9,711 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $2,622,274 | 14,826 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,759,834 | 12,183 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,569,749 | 10,433 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,347,134 | 9,565 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,334,831 | 9,568 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,952,935 | 13,307 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,417,689 | 9,976 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,058,077 | 7,617 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||