Position in DLR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$39,687
-$1,040 QoQ
Shares Held
221
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,149
of 1,315 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $185,035 across 10 REIT - Specialty names. DLR ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
494 | $80,803 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
221 | $39,687 | |
| 3 | EQIX |
Equinix Inc
|
22 | $22,932 | |
| 4 | CCI |
Crown Castle Inc.
|
159 | $12,041 | |
| 5 | IRM |
Iron Mountain Inc
|
82 | $10,357 | |
| 6 | WY |
Weyerhaeuser Co
|
274 | $6,559 | |
| 7 | SBAC |
Sba Communications Corp
|
27 | $4,764 | |
| 8 | RYN |
Rayonier Inc
|
209 | $4,447 |
All Filings in DLR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,687 | 221 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $40,727 | 226 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $51,054 | 330 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $54,802 | 317 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $55,262 | 317 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $44,133 | 308 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $43,800 | 247 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $39,972 | 247 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $37,556 | 247 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $33,273 | 231 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $48,179 | 358 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||