Position in DLR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,695,495
+$1,812,647 QoQ
Shares Held
15,010
+206.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#487
of 1,316 holders
Holding Since
Mar 2020
26 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, 2026Wealthspire Advisors, LLC holds $6,372,389 across 7 REIT - Specialty names. DLR ranks #1 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
15,010 | $2,695,495 | |
| 2 | AMT |
American Tower Corp /Ma/
|
6,893 | $1,127,488 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
6,496 | $1,013,246 | |
| 4 | IRM |
Iron Mountain Inc
|
3,233 | $408,360 | |
| 5 | CCI |
Crown Castle Inc.
|
5,113 | $387,207 | |
| 6 | WY |
Weyerhaeuser Co
|
15,870 | $379,927 | |
| 7 | EQIX |
Equinix Inc
|
346 | $360,666 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,695,495 | 15,010 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $882,848 | 4,899 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $916,966 | 5,927 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $824,118 | 4,767 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,080,148 | 6,196 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $770,183 | 5,375 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $883,458 | 4,982 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $768,045 | 4,746 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $712,202 | 4,684 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $685,342 | 4,758 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $653,655 | 4,857 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $554,513 | 4,582 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $644,959 | 5,664 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $560,268 | 5,699 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $657,771 | 6,560 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $577,525 | 5,823 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $820,006 | 6,316 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $801,170 | 5,650 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,134,621 | 6,415 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $912,924 | 6,320 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $844,832 | 5,615 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,449,666 | 10,293 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,341,667 | 9,617 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $325,953 | 2,221 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $218,423 | 1,537 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,220,602 | 8,787 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||