Position in DLR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,440,572
+$1,241,110 QoQ
Shares Held
19,159
+57.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#442
of 1,315 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Independent Advisor Alliance holds $10,472,793 across 6 REIT - Specialty names. DLR ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
19,159 | $3,440,572 | |
| 2 | IRM |
Iron Mountain Inc
|
25,745 | $3,251,850 | |
| 3 | AMT |
American Tower Corp /Ma/
|
14,562 | $2,381,905 | |
| 4 | EQIX |
Equinix Inc
|
660 | $687,976 | |
| 5 | CCI |
Crown Castle Inc.
|
4,968 | $376,226 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
2,143 | $334,264 |
All Filings in DLR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,440,572 | 19,159 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,199,462 | 12,205 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,755,802 | 11,349 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,917,930 | 11,094 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,445,892 | 8,294 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $964,914 | 6,734 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,228,896 | 6,930 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $913,853 | 5,647 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $879,608 | 5,785 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $898,665 | 6,239 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $877,327 | 6,519 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $801,636 | 6,624 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $805,402 | 7,073 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $697,607 | 7,096 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $770,826 | 7,772 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,046,299 | 8,059 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,157,371 | 8,162 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $960,404 | 5,430 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $777,141 | 5,380 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $787,357 | 5,233 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $738,001 | 5,240 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $847,802 | 6,077 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $917,983 | 6,255 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $795,389 | 5,597 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $656,766 | 4,728 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||