Valeo Financial Advisors, LLC

Position in DLR — Digital Realty Trust, Inc.

CIK 1722641 CARMEL, IN

Position in DLR

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$361,314

-$133,002 QoQ

Shares Held

2,012

-26.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#889

of 1,316 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $3,519,534 across 4 REIT - Specialty names. DLR ranks #2 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	2,472	$2,576,788
2	DLR	Digital Realty Trust, Inc. This page	2,012	$361,314
3	AMT	American Tower Corp /Ma/	2,072	$338,917
4	IRM	Iron Mountain Inc	1,920	$242,515

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$361,314	2,012	-26.6%	Shares	Sole	2026-07-08
2026-03-31	$494,316	2,743	-41.8%	Shares	Sole	2026-05-08
2025-12-31	$729,302	4,714	+1.2%	Shares	Sole	2026-02-04
2025-09-30	$805,620	4,660	+1.8%	Shares	Sole	2025-11-03
2025-06-30	$797,734	4,576	+12.2%	Shares	Sole	2025-09-12
2025-03-31	$584,193	4,077	+16.8%	Shares	Sole	2025-04-30
2024-12-31	$619,059	3,491	+10.3%	Shares	Sole	2025-01-30
2024-09-30	$512,030	3,164	+10.1%	Shares	Sole	2024-10-10
2024-06-30	$436,991	2,874	+0.9%	Shares	Sole	2024-07-10
2024-03-31	$410,225	2,848	+1.5%	Shares	Sole	2024-04-25
2023-12-31	$377,496	2,805	-4.0%	Shares	Sole	2024-01-29
2023-09-30	$353,499	2,921	+36.8%	Shares	Sole	2023-10-20
2023-06-30	$243,226	2,136	-9.3%	Shares	Sole	2023-07-14
2023-03-31	$231,618	2,356	+131.9%	Shares	Sole	2023-04-17
2021-03-31	$143,093	1,016	-13.8%	Shares	Sole	2021-04-12
2020-12-31	$164,482	1,179	+5.6%	Shares	Sole	2021-02-11
2020-09-30	$163,930	1,117	-26.1%	Shares	Sole	2020-10-28
2020-06-30	$214,870	1,512	+1.8%	Shares	Sole	2020-07-20
2020-03-31	$206,281	1,485	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.