Position in DLR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$725,323
+$31,695 QoQ
Shares Held
4,039
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#740
of 1,316 holders
Holding Since
Dec 2021
9 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, 2026Finivi Inc. holds $1,013,042 across 2 REIT - Specialty names. DLR ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
4,039 | $725,323 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,759 | $287,719 |
All Filings in DLR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,323 | 4,039 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $693,628 | 3,849 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $544,579 | 3,520 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $628,937 | 3,638 | Shares | Sole | 2025-12-19 | |
| 2025-06-30 | $634,735 | 3,641 | Shares | Sole | 2025-12-19 | |
| 2025-03-31 | $485,753 | 3,390 | Shares | Sole | 2025-12-19 | |
| 2024-12-31 | $590,508 | 3,330 | Shares | Sole | 2025-12-19 | |
| 2024-09-30 | $513,810 | 3,175 | Shares | Sole | 2025-12-19 | |
| 2021-12-31 | $1,186,620 | 6,709 | Shares | Sole | 2025-12-19 | |
| No filing history on record for this holder in this stock. | ||||||