Position in DLR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,704,393
+$119,447 QoQ
Shares Held
9,491
+7.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#571
of 1,316 holders
Holding Since
Mar 2025
6 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, 2026Summit Financial, LLC holds $5,521,662 across 8 REIT - Specialty names. DLR ranks #1 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
9,491 | $1,704,393 | |
| 2 | AMT |
American Tower Corp /Ma/
|
5,737 | $938,401 | |
| 3 | WY |
Weyerhaeuser Co
|
35,270 | $844,363 | |
| 4 | IRM |
Iron Mountain Inc
|
5,976 | $754,828 | |
| 5 | EQIX |
Equinix Inc
|
649 | $676,511 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
1,717 | $267,817 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
5,444 | $242,421 | |
| 8 | FRMI |
Fermi Inc.
|
10,145 | $92,928 |
All Filings in DLR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,704,393 | 9,491 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,584,946 | 8,795 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,282,236 | 8,288 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $832,590 | 4,816 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $680,061 | 3,901 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $449,930 | 3,140 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||