Position in DLR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$625,117
+$404,164 QoQ
Shares Held
3,481
+179.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#772
of 1,316 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026IFG Advisory, LLC holds $4,212,177 across 12 REIT - Specialty names. DLR ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
21,040 | $3,441,512 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
3,481 | $625,117 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
203 | $31,663 | |
| 4 | SBAC |
Sba Communications Corp
|
152 | $26,821 | |
| 5 | CCI |
Crown Castle Inc.
|
292 | $22,113 | |
| 6 | EPR |
Epr Properties
|
313 | $18,157 | |
| 7 | FPI |
Farmland Partners Inc.
|
1,800 | $17,424 | |
| 8 | IRM |
Iron Mountain Inc
|
107 | $13,515 |
All Filings in DLR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,117 | 3,481 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $220,953 | 1,246 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $244,040 | 1,605 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $217,481 | 1,616 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $200,893 | 1,660 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $295,622 | 2,277 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $336,916 | 2,376 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $395,658 | 2,237 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $323,134 | 2,237 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $334,773 | 2,225 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $235,625 | 1,673 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $230,331 | 1,651 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||