SIMON QUICK ADVISORS, LLC

Position in DLR — Digital Realty Trust, Inc.

CIK 1692038 MORRISTOWN, NJ

Position in DLR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,842,374

-$34,649 QoQ

Shares Held

26,965

-0.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#389

of 1,316 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Real Estate · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $8,127,477 across 3 REIT - Specialty names. DLR ranks #1 (59.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc. This page	26,965	$4,842,374
2	AMT	American Tower Corp /Ma/	17,757	$2,904,512
3	LAMR	Lamar Advertising Co/New	2,440	$380,591

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,842,374	26,965	-0.4%	Shares	Sole	2026-07-28
2026-03-31	$4,877,023	27,063	+9.1%	Shares	Sole	2026-05-06
2025-12-31	$3,836,034	24,795	-2.8%	Shares	Sole	2026-01-29
2025-09-30	$4,408,267	25,499	-0.2%	Shares	Sole	2025-10-21
2025-06-30	$4,454,654	25,553	+1318.8%	Shares	Sole	2025-10-08
2025-03-31	$258,065	1,801	+12.4%	Shares	Sole	2025-04-15
2024-12-31	$284,082	1,602	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.