Position in DLR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$261,288
+$16,924 QoQ
Shares Held
1,455
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#969
of 1,315 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $1,809,609 across 6 REIT - Specialty names. DLR ranks #5 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
359 | $374,218 | |
| 2 | AMT |
American Tower Corp /Ma/
|
2,179 | $356,419 | |
| 3 | SBAC |
Sba Communications Corp
|
1,724 | $304,217 | |
| 4 | IRM |
Iron Mountain Inc
|
2,360 | $298,091 | |
| 5 | DLR |
Digital Realty Trust, Inc.
This page
|
1,455 | $261,288 | |
| 6 | CCI |
Crown Castle Inc.
|
2,844 | $215,376 |
All Filings in DLR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,288 | 1,455 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $244,364 | 1,356 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $265,018 | 1,713 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $232,869 | 1,347 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $222,096 | 1,274 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||