Position in DLR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$17,239
-$8,891 QoQ
Shares Held
96
-33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,205
of 1,315 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Activest Wealth Management holds $195,255 across 10 REIT - Specialty names. DLR ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
435 | $71,152 | |
| 2 | EQIX |
Equinix Inc
|
52 | $54,204 | |
| 3 | IRM |
Iron Mountain Inc
|
229 | $28,924 | |
| 4 | DLR |
Digital Realty Trust, Inc.
This page
|
96 | $17,239 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
362 | $16,119 | |
| 6 | WY |
Weyerhaeuser Co
|
178 | $4,261 | |
| 7 | CCI |
Crown Castle Inc.
|
27 | $2,044 | |
| 8 | SBAC |
Sba Communications Corp
|
5 | $882 |
All Filings in DLR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,239 | 96 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $26,130 | 145 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,392 | 9 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $15,904 | 92 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $20,919 | 120 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $21,493 | 150 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,299 | 75 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $11,975 | 74 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,099 | 73 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||