Position in DLR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$377,656
New position
Shares Held
2,103
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#882
of 1,316 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $10,133,832 across 12 REIT - Specialty names. DLR ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAND |
GLADSTONE LAND Corp
|
644,711 | $5,499,384 | |
| 2 | CCI |
Crown Castle Inc.
|
35,347 | $2,676,828 | |
| 3 | NLCP |
NewLake Capital Partners, Inc.
|
81,629 | $1,302,798 | |
| 4 | DLR |
Digital Realty Trust, Inc.
This page
|
2,103 | $377,656 | |
| 5 | IRM |
Iron Mountain Inc
|
527 | $66,565 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,379 | $61,406 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
325 | $50,693 | |
| 8 | AMT |
American Tower Corp /Ma/
|
299 | $48,907 |
All Filings in DLR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,656 | 2,103 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||