Beacon Pointe Advisors, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in DLR
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$3,286,134
-$214,625 QoQ
Shares Held
18,299
-5.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#450
of 1,316 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, 2026Beacon Pointe Advisors, LLC holds $15,596,161 across 9 REIT - Specialty names. DLR ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
21,953 | $3,590,852 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
18,299 | $3,286,134 | |
| 3 | FRMI |
Fermi Inc.
|
211,002 | $1,932,778 | |
| 4 | IRM |
Iron Mountain Inc
|
13,845 | $1,748,761 | |
| 5 | EQIX |
Equinix Inc
|
1,373 | $1,431,201 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
8,638 | $1,347,355 | |
| 7 | SBAC |
Sba Communications Corp
|
5,883 | $1,038,114 | |
| 8 | WY |
Weyerhaeuser Co
|
31,417 | $752,122 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,286,134 | 18,299 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $3,500,759 | 19,426 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,284,557 | 8,303 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,242,142 | 7,185 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,201,482 | 6,892 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $968,640 | 6,760 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,306,035 | 7,365 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,216,152 | 7,515 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,246,505 | 8,198 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,195,532 | 8,300 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,557,494 | 11,573 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,433,360 | 11,844 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,323,624 | 11,624 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,165,661 | 11,857 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,209,256 | 12,060 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $872,982 | 8,802 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,186,126 | 9,136 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,071,955 | 21,664 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,871,638 | 10,582 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,568,582 | 10,859 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,937,924 | 12,880 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,632,476 | 11,591 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,659,331 | 11,894 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,893,644 | 12,903 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,736,299 | 12,218 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,682,894 | 12,115 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||