Position in DLR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,003,451
+$401,230 QoQ
Shares Held
89,116
+2.9% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#212
of 1,293 holders
Holding Since
Sep 2022
12 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, 2026Aptus Capital Advisors, LLC holds $49,062,114 across 6 REIT - Specialty names. DLR ranks #1 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
89,116 | $16,003,451 | |
| 2 | AMT |
American Tower Corp /Ma/
|
91,445 | $14,957,658 | |
| 3 | EQIX |
Equinix Inc
|
10,564 | $11,011,807 | |
| 4 | BXDC |
Blackstone Digital Infrastructure Trust Inc.
|
306,975 | $6,639,869 | |
| 5 | IRM |
Iron Mountain Inc
|
2,779 | $351,015 | |
| 6 | FRMI |
Fermi Inc.
|
10,733 | $98,314 |
All Filings in DLR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,003,451 | 89,116 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,602,221 | 86,578 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,747,375 | 88,859 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,031,743 | 86,949 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,492,401 | 83,132 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,251,560 | 78,523 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,759,780 | 71,955 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,315,367 | 63,742 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,033,713 | 52,836 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,799,194 | 40,261 | Shares | Sole | 2024-05-15 | |
| 2022-12-31 | $6,037,256 | 60,210 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,686,651 | 47,254 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||