Position in DLR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$62,390,579
+$1,104,404 QoQ
Shares Held
347,425
+2.2% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#96
of 1,315 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $395,160,224 across 15 REIT - Specialty names. DLR ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
143,064 | $149,128,481 | |
| 2 | AMT |
American Tower Corp /Ma/
|
382,609 | $62,583,352 | |
| 3 | DLR |
Digital Realty Trust, Inc.
This page
|
347,425 | $62,390,579 | |
| 4 | IRM |
Iron Mountain Inc
|
259,638 | $32,794,873 | |
| 5 | WY |
Weyerhaeuser Co
|
918,574 | $21,990,660 | |
| 6 | CCI |
Crown Castle Inc.
|
263,217 | $19,933,422 | |
| 7 | FRMI |
Fermi Inc.
|
1,613,946 | $14,783,745 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
53,863 | $8,401,549 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,390,579 | 347,425 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $61,286,175 | 340,082 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $54,152,673 | 350,027 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $63,780,961 | 368,932 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $59,411,137 | 340,797 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $51,191,926 | 357,261 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $77,573,006 | 437,450 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $74,323,337 | 459,268 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $71,091,125 | 467,551 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $65,776,152 | 456,652 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $55,002,843 | 408,700 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $50,219,061 | 414,965 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $46,627,940 | 409,484 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $49,308,950 | 501,566 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $45,368,163 | 452,460 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $48,469,262 | 488,700 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $61,051,646 | 470,243 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $62,316,702 | 439,469 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $64,292,419 | 363,501 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $100,778,574 | 697,671 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $104,550,288 | 694,871 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $98,371,948 | 698,466 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $90,489,671 | 648,625 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $107,345,103 | 731,433 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $104,770,311 | 737,248 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $101,104,112 | 727,839 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||