Position in DLR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$308,338
+$12,974 QoQ
Shares Held
1,717
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#935
of 1,315 holders
Holding Since
Mar 2024
4 quarters on record
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Simplicity Wealth,LLC holds $1,959,719 across 5 REIT - Specialty names. DLR ranks #4 (15.7% of the industry book) .
All Filings in DLR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,338 | 1,717 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $295,364 | 1,639 | Shares | Sole | 2026-04-30 | |
| 2024-06-30 | $634,200 | 4,171 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $508,749 | 3,532 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||