Position in DLR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$29,091
+$11,180 QoQ
Shares Held
162
+29.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,169
of 1,315 holders
Holding Since
Mar 2020
22 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, 2026WEST PACES ADVISORS INC. holds $92,358 across 7 REIT - Specialty names. DLR ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
220 | $35,985 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
162 | $29,091 | |
| 3 | CCI |
Crown Castle Inc.
|
199 | $15,070 | |
| 4 | EQIX |
Equinix Inc
|
8 | $8,339 | |
| 5 | IRM |
Iron Mountain Inc
|
17 | $2,147 | |
| 6 | WY |
Weyerhaeuser Co
|
50 | $1,197 | |
| 7 | SBAC |
Sba Communications Corp
|
3 | $529 |
All Filings in DLR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,091 | 162 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $17,911 | 125 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $22,166 | 125 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,228 | 125 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $19,006 | 125 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $18,005 | 125 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $16,822 | 125 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $15,127 | 125 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $54,771 | 481 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $100,669 | 1,024 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $105,885 | 1,056 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $103,841 | 1,047 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $135,932 | 1,047 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $134,001 | 945 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $110,366 | 624 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $90,136 | 624 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $25,126 | 167 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $23,520 | 167 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $23,298 | 167 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $24,508 | 167 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $23,732 | 167 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $23,197 | 167 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||