Position in DLR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$413,931
-$1,453 QoQ
Shares Held
2,305
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#855
of 1,315 holders
Holding Since
Sep 2024
8 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, 2026WADDELL & ASSOCIATES, LLC holds $3,138,843 across 6 REIT - Specialty names. DLR ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,153 | $1,201,875 | |
| 2 | IRM |
Iron Mountain Inc
|
3,889 | $491,219 | |
| 3 | DLR |
Digital Realty Trust, Inc.
This page
|
2,305 | $413,931 | |
| 4 | AMT |
American Tower Corp /Ma/
|
2,410 | $394,203 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,518 | $392,757 | |
| 6 | WY |
Weyerhaeuser Co
|
10,228 | $244,858 |
All Filings in DLR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,931 | 2,305 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $415,384 | 2,305 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $357,225 | 2,309 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $414,393 | 2,397 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $402,353 | 2,308 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $330,713 | 2,308 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $409,277 | 2,308 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $316,539 | 1,956 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||