Position in DLR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$651,157
-$80,856 QoQ
Shares Held
3,626
-10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#764
of 1,319 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Convergence Financial, LLC holds $1,227,612 across 3 REIT - Specialty names. DLR ranks #1 (53.0% of the industry book) .
All Filings in DLR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,157 | 3,626 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $732,013 | 4,062 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $458,869 | 2,966 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $575,344 | 3,328 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $643,626 | 3,692 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $573,016 | 3,999 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $796,921 | 4,494 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $695,707 | 4,299 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $868,965 | 5,715 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||