Position in DLR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$219,086
-$86,339 QoQ
Shares Held
1,220
-30.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,016
of 1,315 holders
Holding Since
Dec 2021
13 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, 2026CreativeOne Wealth, LLC holds $865,933 across 3 REIT - Specialty names. DLR ranks #3 (25.3% of the industry book) .
All Filings in DLR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,086 | 1,220 | Shares | Other | 2026-08-13 | |
| 2025-06-30 | $305,425 | 1,752 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $200,606 | 1,400 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $401,829 | 2,266 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $361,042 | 2,231 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $281,596 | 1,852 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $326,682 | 2,268 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $318,820 | 2,369 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $427,684 | 3,534 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $411,298 | 3,612 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $322,555 | 3,281 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $201,642 | 2,011 | Shares | Sole | 2023-02-15 | |
| 2021-12-31 | $240,012 | 1,357 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||