Position in DLR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$38,609
+$10,136 QoQ
Shares Held
215
+36.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,153
of 1,316 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Rialto Wealth Management, LLC holds $193,997 across 12 REIT - Specialty names. DLR ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
566 | $92,580 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
215 | $38,609 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
215 | $33,535 | |
| 4 | SBAC |
Sba Communications Corp
|
70 | $12,352 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
97 | $4,319 | |
| 6 | IRM |
Iron Mountain Inc
|
25 | $3,157 | |
| 7 | EQIX |
Equinix Inc
|
3 | $3,127 | |
| 8 | WY |
Weyerhaeuser Co
|
109 | $2,609 |
All Filings in DLR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,609 | 215 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $28,473 | 158 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,742 | 147 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $25,932 | 150 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $25,626 | 147 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $19,917 | 139 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $23,584 | 133 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||