Position in DLR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,553,546
+$472,106 QoQ
Shares Held
8,651
+44.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#591
of 1,315 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, 2026Integrated Wealth Concepts LLC holds $31,202,679 across 16 REIT - Specialty names. DLR ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
113,985 | $18,644,526 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
18,095 | $2,822,458 | |
| 3 | IRM |
Iron Mountain Inc
|
18,392 | $2,323,093 | |
| 4 | EQIX |
Equinix Inc
|
2,187 | $2,279,706 | |
| 5 | DLR |
Digital Realty Trust, Inc.
This page
|
8,651 | $1,553,546 | |
| 6 | SBAC |
Sba Communications Corp
|
4,966 | $876,300 | |
| 7 | WY |
Weyerhaeuser Co
|
34,919 | $835,960 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
14,954 | $665,901 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,553,546 | 8,651 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,081,440 | 6,001 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $489,657 | 3,165 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,069,089 | 6,184 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $963,870 | 5,529 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $889,687 | 6,209 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,127,818 | 6,360 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,000,109 | 6,180 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $944,230 | 6,210 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $910,332 | 6,320 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $861,312 | 6,400 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,014,147 | 8,380 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,012,076 | 8,888 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $932,372 | 9,484 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $866,031 | 8,637 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $905,116 | 9,126 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,273,762 | 9,811 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $941,835 | 6,642 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,182,552 | 6,686 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $973,304 | 6,738 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $796,836 | 5,296 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $687,440 | 4,881 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $280,415 | 2,010 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $312,598 | 2,130 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $299,852 | 2,110 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $329,216 | 2,370 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||