Position in DLR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,375,744
+$63,665 QoQ
Shares Held
18,798
+2.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#445
of 1,316 holders
Holding Since
Dec 2021
19 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, 2026Stiles Financial Services Inc holds $6,302,151 across 4 REIT - Specialty names. DLR ranks #1 (53.6% of the industry book) .
All Filings in DLR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,375,744 | 18,798 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,312,079 | 18,379 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,676,947 | 17,303 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,842,492 | 16,442 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,560,036 | 14,685 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,998,465 | 13,947 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,363,986 | 13,331 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,877,066 | 11,599 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,601,238 | 10,531 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,208,351 | 8,389 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $930,889 | 6,917 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $671,297 | 5,547 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $636,077 | 5,586 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $430,597 | 4,380 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $407,697 | 4,066 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $333,343 | 3,361 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $265,632 | 2,046 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $287,712 | 2,029 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $318,719 | 1,802 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||