Position in DLR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$66,444
-$12,307 QoQ
Shares Held
370
-15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,113
of 1,315 holders
Holding Since
Dec 2020
23 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, 2026High Note Wealth, LLC holds $155,237 across 7 REIT - Specialty names. DLR ranks #1 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
370 | $66,444 | |
| 2 | AMT |
American Tower Corp /Ma/
|
176 | $28,788 | |
| 3 | EQIX |
Equinix Inc
|
24 | $25,017 | |
| 4 | CCI |
Crown Castle Inc.
|
225 | $17,039 | |
| 5 | IRM |
Iron Mountain Inc
|
84 | $10,610 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
38 | $5,927 | |
| 7 | WY |
Weyerhaeuser Co
|
59 | $1,412 |
All Filings in DLR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,444 | 370 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $78,751 | 437 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $86,173 | 557 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $99,924 | 578 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $139,812 | 802 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $384,876 | 2,686 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $803,127 | 4,529 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $1,029,724 | 6,363 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,030,138 | 6,775 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $987,970 | 6,859 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $937,888 | 6,969 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $858,031 | 7,090 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $827,834 | 7,270 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $849,398 | 8,640 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $854,701 | 8,524 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,087,409 | 10,964 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,401,385 | 10,794 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,509,035 | 10,642 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,326,525 | 7,500 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,022,994 | 7,082 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $959,934 | 6,380 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $857,997 | 6,092 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $730,753 | 5,238 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||