Position in DLR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,901
+$333 QoQ
Shares Held
44
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,244
of 1,315 holders
Holding Since
Mar 2020
22 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, 2026VALLEY NATIONAL ADVISERS INC holds $253,066 across 9 REIT - Specialty names. DLR ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
4,221 | $101,050 | |
| 2 | IRM |
Iron Mountain Inc
|
656 | $82,859 | |
| 3 | AMT |
American Tower Corp /Ma/
|
251 | $41,056 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
75 | $11,698 | |
| 5 | DLR |
Digital Realty Trust, Inc.
This page
|
44 | $7,901 | |
| 6 | EQIX |
Equinix Inc
|
6 | $6,254 | |
| 7 | RYN |
Rayonier Inc
|
49 | $1,042 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
22 | $979 |
All Filings in DLR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,901 | 44 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,568 | 42 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,331 | 28 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4 | 28 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4 | 26 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2 | 18 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,014 | 17 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,386 | 58 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $21,591 | 142 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $13,539 | 94 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $12,381 | 92 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $5,445 | 45 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $20,513 | 158 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $22,404 | 158 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $27,945 | 158 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $22,823 | 158 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $23,772 | 158 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $22,252 | 158 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $22,042 | 158 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $23,188 | 158 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $22,453 | 158 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $21,947 | 158 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||