Position in DLR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,191,692
-$97,710 QoQ
Shares Held
6,636
-7.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#641
of 1,316 holders
Holding Since
Mar 2020
26 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, 2026IHT Wealth Management, LLC holds $4,044,819 across 6 REIT - Specialty names. DLR ranks #1 (29.5% of the industry book) .
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,191,692 | 6,636 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,289,402 | 7,155 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,644,103 | 10,627 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,486,705 | 14,384 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,180,693 | 12,509 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,805,597 | 12,601 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $935,238 | 5,274 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $982,955 | 6,074 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $737,746 | 4,852 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $652,789 | 4,532 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $540,742 | 4,018 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $462,417 | 3,821 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $460,718 | 4,046 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $303,089 | 3,083 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $285,368 | 2,846 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $233,370 | 2,353 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $225,904 | 1,740 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $239,642 | 1,690 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $303,332 | 1,715 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $253,509 | 1,755 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $301,973 | 2,007 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $304,214 | 2,160 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $283,902 | 2,035 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $376,586 | 2,566 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $436,846 | 3,074 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $603,008 | 4,341 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||