Position in DLR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$16,341
+$1,925 QoQ
Shares Held
91
+13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,210
of 1,319 holders
Holding Since
Jun 2023
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, 2026Avion Wealth holds $177,484 across 13 REIT - Specialty names. DLR ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
683 | $86,269 | |
| 2 | EQIX |
Equinix Inc
|
26 | $27,102 | |
| 3 | DLR |
Digital Realty Trust, Inc.
This page
|
91 | $16,341 | |
| 4 | AMT |
American Tower Corp /Ma/
|
89 | $14,557 | |
| 5 | CCI |
Crown Castle Inc.
|
96 | $7,270 | |
| 6 | UNIT |
Uniti Group Inc.
|
602 | $6,904 | |
| 7 | RYN |
Rayonier Inc
|
250 | $5,320 | |
| 8 | WY |
Weyerhaeuser Co
|
217 | $5,194 |
All Filings in DLR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,341 | 91 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $14,416 | 80 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $9,127 | 59 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,274 | 71 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $13,772 | 79 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $8 | 50 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8 | 50 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7 | 48 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6 | 45 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,753 | 33 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,960 | 22 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1 | 10 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1 | 10 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||