Position in DLR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$38,968
+$43 QoQ
Shares Held
217
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,152
of 1,316 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, 2026SOA Wealth Advisors, LLC. holds $64,019 across 3 REIT - Specialty names. DLR ranks #1 (60.9% of the industry book) .
All Filings in DLR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,968 | 217 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $38,925 | 216 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $32,953 | 213 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $59,470 | 344 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $59,446 | 341 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $48,575 | 339 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $59,050 | 333 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $53,889 | 333 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $50,328 | 331 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $47,245 | 328 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $43,469 | 323 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $38,726 | 320 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $35,982 | 316 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $33,228 | 338 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $33,590 | 335 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $32,729 | 330 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $44,531 | 343 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $48,212 | 340 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $59,782 | 338 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $48,535 | 336 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $50,103 | 333 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $44,787 | 318 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $49,107 | 352 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||