Position in DLR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,389,195
+$1,007,389 QoQ
Shares Held
30,010
+23.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#376
of 1,316 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Naviter Wealth, LLC holds $29,519,668 across 8 REIT - Specialty names. DLR ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
8,310 | $8,662,260 | |
| 2 | AMT |
American Tower Corp /Ma/
|
35,800 | $5,855,806 | |
| 3 | DLR |
Digital Realty Trust, Inc.
This page
|
30,010 | $5,389,195 | |
| 4 | IRM |
Iron Mountain Inc
|
27,040 | $3,415,422 | |
| 5 | CCI |
Crown Castle Inc.
|
30,039 | $2,274,853 | |
| 6 | SBAC |
Sba Communications Corp
|
8,998 | $1,587,787 | |
| 7 | WY |
Weyerhaeuser Co
|
55,772 | $1,335,181 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
22,438 | $999,164 |
All Filings in DLR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,389,195 | 30,010 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,381,806 | 24,315 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,357,516 | 21,702 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,332,372 | 25,060 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,127,437 | 23,676 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,168,141 | 22,110 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,815,077 | 21,514 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,230,126 | 19,960 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,200,044 | 21,046 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,791,495 | 19,380 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,502,918 | 18,598 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,939,224 | 16,024 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,721,372 | 15,117 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,260,825 | 12,825 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,104,173 | 11,012 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $874,866 | 8,821 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $485,694 | 3,741 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $542,101 | 3,823 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $596,228 | 3,371 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||