Position in DLR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$90,687
-$319 QoQ
Shares Held
505
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,091
of 1,315 holders
Holding Since
Mar 2025
6 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, 2026Ascentis Wealth Management, LLC holds $10,461,904 across 3 REIT - Specialty names. DLR ranks #2 (0.9% of the industry book) .
All Filings in DLR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,687 | 505 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $91,006 | 505 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $75,343 | 487 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $84,192 | 487 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $84,898 | 487 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $69,782 | 487 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||