Position in DLR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$299,887
+$36,067 QoQ
Shares Held
1,670
+14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#941
of 1,316 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $10,251,758 across 8 REIT - Specialty names. DLR ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
42,581 | $6,964,959 | |
| 2 | CCI |
Crown Castle Inc.
|
9,361 | $708,903 | |
| 3 | OUT |
OUTFRONT Media Inc.
|
21,050 | $689,583 | |
| 4 | EQIX |
Equinix Inc
|
552 | $575,384 | |
| 5 | IRM |
Iron Mountain Inc
|
4,210 | $531,761 | |
| 6 | DLR |
Digital Realty Trust, Inc.
This page
|
1,670 | $299,887 | |
| 7 | WY |
Weyerhaeuser Co
|
10,846 | $259,643 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
1,421 | $221,638 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,887 | 1,670 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $263,820 | 1,464 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $202,663 | 1,310 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $297,695 | 1,722 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $280,840 | 1,611 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,088,449 | 14,575 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $2,607,101 | 14,702 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,213,022 | 13,675 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,025,456 | 13,321 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,837,804 | 12,759 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $9,365,287 | 69,589 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,076,390 | 66,736 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $8,770,950 | 77,026 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $6,365,080 | 64,745 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $6,422,995 | 64,057 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,143,113 | 31,691 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,035,246 | 31,081 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,107,830 | 21,917 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,964,518 | 16,761 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,110,414 | 14,610 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,024,740 | 13,457 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,591,914 | 11,303 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,387,984 | 9,949 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,677,760 | 11,432 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,057,156 | 7,439 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $967,924 | 6,968 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||