Position in DLR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$772,373
+$106,498 QoQ
Shares Held
4,301
+16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#729
of 1,316 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026NewEdge Wealth, LLC holds $10,546,245 across 9 REIT - Specialty names. DLR ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
21,343 | $2,695,834 | |
| 2 | EQIX |
Equinix Inc
|
1,804 | $1,880,471 | |
| 3 | AMT |
American Tower Corp /Ma/
|
11,184 | $1,829,366 | |
| 4 | CCI |
Crown Castle Inc.
|
21,174 | $1,603,507 | |
| 5 | DLR |
Digital Realty Trust, Inc.
This page
|
4,301 | $772,373 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
3,988 | $622,048 | |
| 7 | OUT |
OUTFRONT Media Inc.
|
14,686 | $481,113 | |
| 8 | SBAC |
Sba Communications Corp
|
2,042 | $360,331 |
All Filings in DLR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,373 | 4,301 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $665,875 | 3,695 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,208,994 | 20,742 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,572,565 | 20,665 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,618,567 | 20,757 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,034,309 | 21,176 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,864,552 | 21,793 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,301,332 | 20,400 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $502,829 | 3,307 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $672,090 | 4,666 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $223,941 | 1,664 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $263,097 | 2,174 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | $225,607 | 2,250 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $320,450 | 3,231 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,456,692 | 11,220 | Shares | Sole | 2022-08-09 | |
| 2021-03-31 | $900,108 | 6,391 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||