OneDigital Investment Advisors LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in DLR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$339,047
+$28,005 QoQ
Shares Held
1,888
+9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#909
of 1,316 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $12,955,619 across 7 REIT - Specialty names. DLR ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
35,887 | $5,597,654 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
105,190 | $4,684,110 | |
| 3 | AMT |
American Tower Corp /Ma/
|
7,322 | $1,197,659 | |
| 4 | IRM |
Iron Mountain Inc
|
4,979 | $628,897 | |
| 5 | DLR |
Digital Realty Trust, Inc.
This page
|
1,888 | $339,047 | |
| 6 | CCI |
Crown Castle Inc.
|
3,518 | $266,418 | |
| 7 | EQIX |
Equinix Inc
|
232 | $241,834 |
All Filings in DLR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,047 | 1,888 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $311,042 | 1,726 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $295,341 | 1,909 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $273,841 | 1,584 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $326,171 | 1,871 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $264,513 | 1,846 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $327,883 | 1,849 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $305,211 | 1,886 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $277,795 | 1,827 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $222,973 | 1,548 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $205,369 | 1,526 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $212,269 | 1,754 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $206,674 | 1,815 | Shares | Sole | 2023-08-07 | |
| 2021-03-31 | $278,581 | 1,978 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $240,654 | 1,725 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $252,133 | 1,718 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $227,944 | 1,604 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||