Position in DLR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,763,832
-$262,628 QoQ
Shares Held
9,822
-12.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#565
of 1,315 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $50,533,089 across 10 REIT - Specialty names. DLR ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
20,426 | $21,291,856 | |
| 2 | AMT |
American Tower Corp /Ma/
|
125,795 | $20,576,286 | |
| 3 | IRM |
Iron Mountain Inc
|
23,651 | $2,987,356 | |
| 4 | SBAC |
Sba Communications Corp
|
11,762 | $2,075,521 | |
| 5 | DLR |
Digital Realty Trust, Inc.
This page
|
9,822 | $1,763,832 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
3,372 | $525,964 | |
| 7 | EPR |
Epr Properties
|
7,895 | $457,988 | |
| 8 | CCI |
Crown Castle Inc.
|
5,608 | $424,693 |
All Filings in DLR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,763,832 | 9,822 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,026,460 | 11,245 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,505,218 | 16,193 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,779,390 | 16,077 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,205,447 | 12,651 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $987,839 | 6,894 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,156,722 | 6,523 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $827,435 | 5,113 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $703,534 | 4,627 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $554,265 | 3,848 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $495,522 | 3,682 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $801,999 | 6,627 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $825,669 | 7,251 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $249,706 | 2,540 | Shares | Defined | 2023-05-15 | |
| 2022-06-30 | $229,149 | 1,765 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $303,168 | 2,138 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $371,427 | 2,100 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $299,444 | 2,073 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $914,646 | 6,079 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $242,103 | 1,719 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $231,168 | 1,657 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,204,606 | 8,208 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $276,986 | 1,994 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||