Position in DLR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$103,976
-$61,636 QoQ
Shares Held
579
-37.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,083
of 1,315 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $2,100,862 across 12 REIT - Specialty names. DLR ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
918 | $956,913 | |
| 2 | IRM |
Iron Mountain Inc
|
2,702 | $341,289 | |
| 3 | AMT |
American Tower Corp /Ma/
|
1,576 | $257,786 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
1,588 | $247,696 | |
| 5 | DLR |
Digital Realty Trust, Inc.
This page
|
579 | $103,976 | |
| 6 | WY |
Weyerhaeuser Co
|
3,484 | $83,406 | |
| 7 | RYN |
Rayonier Inc
|
2,140 | $45,539 | |
| 8 | EPR |
Epr Properties
|
598 | $34,689 |
All Filings in DLR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,976 | 579 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $165,612 | 919 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $183,176 | 1,184 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $257,072 | 1,487 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $259,577 | 1,489 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $499,795 | 3,488 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $550,432 | 3,104 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $467,203 | 2,887 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $438,512 | 2,884 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $425,638 | 2,955 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $406,431 | 3,020 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $323,849 | 2,676 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $304,829 | 2,677 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $287,261 | 2,922 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $128,947 | 1,286 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $111,081 | 1,120 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $691,734 | 5,328 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,236,779 | 8,722 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,520,905 | 8,599 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,328,795 | 9,199 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,432,228 | 9,519 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,555,155 | 11,042 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||