Position in DLR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,386,583
-$69,800 QoQ
Shares Held
35,564
-0.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#349
of 1,316 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026STEPHENS INC /AR/ holds $32,842,592 across 9 REIT - Specialty names. DLR ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
61,576 | $10,071,986 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
64,390 | $10,043,552 | |
| 3 | DLR |
Digital Realty Trust, Inc.
This page
|
35,564 | $6,386,583 | |
| 4 | CCI |
Crown Castle Inc.
|
38,334 | $2,903,033 | |
| 5 | EQIX |
Equinix Inc
|
1,108 | $1,154,968 | |
| 6 | WY |
Weyerhaeuser Co
|
34,443 | $824,565 | |
| 7 | RYN |
Rayonier Inc
|
37,540 | $798,851 | |
| 8 | IRM |
Iron Mountain Inc
|
4,263 | $538,459 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,386,583 | 35,564 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $6,456,383 | 35,827 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $5,495,453 | 35,521 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $5,953,987 | 34,440 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $5,984,574 | 34,329 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $4,753,645 | 33,175 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $5,148,244 | 29,032 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $6,495,694 | 40,139 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $6,066,186 | 39,896 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $5,644,639 | 39,188 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,955,504 | 36,822 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,446,395 | 36,741 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,229,928 | 37,147 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,905,856 | 39,730 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,873,229 | 38,628 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,280,874 | 33,080 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $4,156,247 | 32,013 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $4,186,219 | 29,522 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $4,653,626 | 26,311 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $4,320,210 | 29,908 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $4,613,554 | 30,663 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $4,290,408 | 30,463 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,626,965 | 11,662 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,782,546 | 12,146 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,741,558 | 12,255 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $1,523,148 | 10,965 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||