Position in DLR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$257,338
-$20,185 QoQ
Shares Held
1,433
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#976
of 1,316 holders
Holding Since
Dec 2021
19 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, 2026Larson Financial Group LLC holds $10,373,472 across 16 REIT - Specialty names. DLR ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRMI |
Fermi Inc.
|
600,908 | $5,504,317 | |
| 2 | WY |
Weyerhaeuser Co
|
82,248 | $1,969,017 | |
| 3 | IRM |
Iron Mountain Inc
|
7,819 | $987,617 | |
| 4 | EQIX |
Equinix Inc
|
593 | $618,137 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
1,701 | $265,321 | |
| 6 | DLR |
Digital Realty Trust, Inc.
This page
|
1,433 | $257,338 | |
| 7 | EPR |
Epr Properties
|
3,668 | $212,780 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
4,179 | $186,090 |
All Filings in DLR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,338 | 1,433 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $277,523 | 1,540 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $144,035 | 931 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $180,659 | 1,045 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $127,958 | 734 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $60,754 | 424 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $51,780 | 292 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $17,639 | 109 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $16,117 | 106 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $20,309 | 141 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $18,841 | 140 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $16,579 | 137 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $15,600 | 137 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $23,987 | 244 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $23,463 | 234 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $13,587 | 137 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $17,786 | 137 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $19,426 | 137 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $24,231 | 137 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||