Position in DLR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$374,424
-$593 QoQ
Shares Held
2,085
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#884
of 1,316 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026QTR Family Wealth, LLC holds $966,638 across 3 REIT - Specialty names. DLR ranks #2 (38.7% 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 | $374,424 | 2,085 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $375,017 | 2,081 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $325,355 | 2,103 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $496,684 | 2,873 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $499,281 | 2,864 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $311,942 | 2,177 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||