Position in DLR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,154
+$533 QoQ
Shares Held
12
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,273
of 1,316 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $16,338 across 7 REIT - Specialty names. DLR ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
5 | $5,211 | |
| 2 | AMT |
American Tower Corp /Ma/
|
23 | $3,762 | |
| 3 | DLR |
Digital Realty Trust, Inc.
This page
|
12 | $2,154 | |
| 4 | UNIT |
Uniti Group Inc.
|
148 | $1,697 | |
| 5 | IRM |
Iron Mountain Inc
|
12 | $1,515 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
7 | $1,091 | |
| 7 | CCI |
Crown Castle Inc.
|
12 | $908 |
All Filings in DLR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,154 | 12 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,621 | 9 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,392 | 9 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,555 | 9 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,568 | 9 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,576 | 11 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,950 | 11 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,780 | 11 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,672 | 11 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,152 | 8 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $942 | 7 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $847 | 7 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $797 | 7 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,179 | 12 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $701 | 7 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,090 | 11 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $908 | 7 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $992 | 7 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,238 | 7 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,011 | 7 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,053 | 7 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $985 | 7 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $976 | 7 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,027 | 7 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||