Position in DLR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$492,947
-$107 QoQ
Shares Held
2,745
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#826
of 1,315 holders
Holding Since
Mar 2020
18 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, 2026CX Institutional holds $2,816,377 across 11 REIT - Specialty names. DLR ranks #4 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
4,943 | $808,526 | |
| 2 | IRM |
Iron Mountain Inc
|
5,489 | $693,315 | |
| 3 | EQIX |
Equinix Inc
|
473 | $493,050 | |
| 4 | DLR |
Digital Realty Trust, Inc.
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|
2,745 | $492,947 | |
| 5 | WY |
Weyerhaeuser Co
|
9,568 | $229,057 | |
| 6 | SBAC |
Sba Communications Corp
|
212 | $37,409 | |
| 7 | CCI |
Crown Castle Inc.
|
397 | $30,064 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
332 | $14,783 |
All Filings in DLR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,947 | 2,745 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $493,054 | 2,736 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $380,431 | 2,459 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $418,715 | 2,422 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $349,880 | 2,007 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $215,938 | 1,507 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $289,757 | 1,634 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $238,375 | 1,473 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $219,560 | 1,444 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $212,170 | 1,473 | Shares | Sole | 2024-04-15 | |
| 2022-06-30 | $74,911 | 577 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $87,392 | 605 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $84,408 | 561 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $49,998 | 355 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $43,666 | 313 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $29,205 | 199 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $23,021 | 162 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $16,947 | 122 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||