Position in DLR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,601,279
-$438,459 QoQ
Shares Held
31,191
-6.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#66
of 451 holders
Holding Since
Sep 2021
13 quarters on record
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Kestra Advisory Services, LLC holds $45,577,329 across 13 REIT - Specialty names. DLR ranks #5 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
100,099 | $12,643,504 | |
| 2 | AMT |
American Tower Corp /Ma/
|
50,373 | $8,239,511 | |
| 3 | EQIX |
Equinix Inc
|
6,547 | $6,824,527 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
40,786 | $6,361,800 | |
| 5 | DLR |
Digital Realty Trust, Inc.
This page
|
31,191 | $5,601,279 | |
| 6 | CCI |
Crown Castle Inc.
|
21,562 | $1,632,890 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
27,546 | $1,226,623 | |
| 8 | WY |
Weyerhaeuser Co
|
49,829 | $1,192,906 |
All Filings in DLR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,601,279 | 31,191 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,039,738 | 33,515 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,613,342 | 36,283 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,852,160 | 33,851 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,697,147 | 26,944 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,767,810 | 26,295 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,028,369 | 28,356 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,357,268 | 8,387 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,854,011 | 25,347 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,354,547 | 23,289 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,190,494 | 8,846 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $259,440 | 2,639 | Shares | Sole | 2023-05-12 | |
| 2021-09-30 | $449,528 | 3,112 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||