Position in DLR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,866,455
-$37,809 QoQ
Shares Held
15,962
-1.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#472
of 1,316 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $6,215,214 across 16 REIT - Specialty names. DLR ranks #1 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
15,962 | $2,866,455 | |
| 2 | EQIX |
Equinix Inc
|
699 | $728,630 | |
| 3 | AMT |
American Tower Corp /Ma/
|
4,177 | $683,231 | |
| 4 | CCI |
Crown Castle Inc.
|
6,521 | $493,835 | |
| 5 | IRM |
Iron Mountain Inc
|
2,729 | $344,699 | |
| 6 | WY |
Weyerhaeuser Co
|
14,020 | $335,638 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
1,594 | $248,632 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
4,476 | $146,633 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,866,455 | 15,962 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,904,264 | 16,116 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,635,129 | 10,569 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,798,643 | 10,404 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,776,945 | 10,193 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,379,882 | 9,630 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $104,447 | 589 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $79,944 | 494 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $80,586 | 530 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $73,748 | 512 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $93,398 | 694 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $45,987 | 380 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $171,715 | 1,508 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $266,911 | 2,715 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $307 | 4,843 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $591,509 | 5,964 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $17,916 | 138 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $288,988 | 2,038 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $354,624 | 2,005 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $282,977 | 1,959 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $235,469 | 1,565 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $278,299 | 1,976 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $237,446 | 1,702 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $234,082 | 1,595 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $217,428 | 1,530 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $155,301 | 1,118 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||