Position in DLR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,407,188
-$432,755 QoQ
Shares Held
7,836
-23.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#608
of 1,319 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Arkadios Wealth Advisors holds $5,377,196 across 7 REIT - Specialty names. DLR ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCI |
Crown Castle Inc.
|
21,862 | $1,655,608 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
7,836 | $1,407,188 | |
| 3 | IRM |
Iron Mountain Inc
|
6,615 | $835,540 | |
| 4 | AMT |
American Tower Corp /Ma/
|
3,693 | $604,063 | |
| 5 | WY |
Weyerhaeuser Co
|
16,188 | $387,540 | |
| 6 | EQIX |
Equinix Inc
|
273 | $284,572 | |
| 7 | OUT |
OUTFRONT Media Inc.
|
6,187 | $202,685 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,407,188 | 7,836 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,839,943 | 10,210 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,535,187 | 9,923 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,552,808 | 8,982 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,203,225 | 6,902 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $960,616 | 6,704 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $641,757 | 3,619 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $613,821 | 3,793 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $605,006 | 3,979 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $304,356 | 2,113 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $314,917 | 2,340 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $514,456 | 4,251 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $514,920 | 4,522 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $431,777 | 4,392 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $485,607 | 4,843 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $969,385 | 9,774 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,291,808 | 9,950 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,370,213 | 9,663 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,667,353 | 9,427 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $449,095 | 3,109 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $555,046 | 3,689 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $568,430 | 4,036 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $531,114 | 3,807 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $268,130 | 1,827 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $148,220 | 1,043 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $38,616 | 278 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||