Position in DLR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,644,576
-$616,489 QoQ
Shares Held
20,295
-14.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#431
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, 2026LYELL WEALTH MANAGEMENT, LP holds $3,921,851 across 2 REIT - Specialty names. DLR ranks #1 (92.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
20,295 | $3,644,576 | |
| 2 | EQIX |
Equinix Inc
|
266 | $277,275 |
All Filings in DLR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,644,576 | 20,295 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,261,065 | 23,645 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,126,652 | 58,992 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,302,437 | 59,593 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,358,514 | 59,419 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,305,374 | 57,962 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,833,303 | 55,452 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,899,840 | 54,995 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,208,571 | 53,986 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,298,794 | 50,672 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,506,539 | 48,347 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $5,222,013 | 43,150 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,422,489 | 47,620 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,238,144 | 43,110 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,505,832 | 44,937 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,074,743 | 51,167 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $6,694,943 | 51,567 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $7,341,269 | 51,772 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,997,376 | 50,870 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $7,059,849 | 48,874 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,019,861 | 46,656 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $6,407,374 | 45,494 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,567,991 | 47,079 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $6,595,541 | 44,941 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,788,850 | 40,735 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $5,045,350 | 36,321 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||