Position in DLR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$354,131
-$4,847 QoQ
Shares Held
1,972
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#160
of 293 holders
Holding Since
Sep 2023
12 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, 2026Forum Financial Management, LP holds $1,426,134 across 2 REIT - Specialty names. DLR ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRMI |
Fermi Inc.
|
117,031 | $1,072,003 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
1,972 | $354,131 |
All Filings in DLR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,131 | 1,972 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $358,978 | 1,992 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $338,969 | 2,191 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $380,336 | 2,200 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $380,213 | 2,181 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $257,062 | 1,794 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $318,662 | 1,797 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $267,828 | 1,655 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $254,531 | 1,674 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $241,555 | 1,677 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $224,614 | 1,669 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $201,982 | 1,669 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||