Position in DLR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$75,423
-$265 QoQ
Shares Held
420
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,101
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, 2026HHM Wealth Advisors, LLC holds $549,304 across 5 REIT - Specialty names. DLR ranks #3 (13.7% of the industry book) .
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,423 | 420 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $75,688 | 420 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $64,978 | 420 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $72,609 | 420 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $73,218 | 420 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $61,471 | 429 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $76,074 | 429 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,755 | 85 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,924 | 85 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $36,442 | 253 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $34,048 | 253 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $46,955 | 388 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $44,181 | 388 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $43,846 | 446 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $44,720 | 446 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $43,242 | 436 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $35,183 | 271 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $38,427 | 271 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $54,299 | 307 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $44,346 | 307 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $47,695 | 317 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $44,646 | 317 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $44,224 | 317 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $46,522 | 317 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $17,337 | 122 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $16,947 | 122 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||