JONES FINANCIAL COMPANIES LLLP
Position in DLR — Digital Realty Trust, Inc.
CIK 815917
DES PERES, MO
Position in DLR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,355,037
+$2,035,725 QoQ
Shares Held
224,719
+5.7% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#132
of 1,323 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $151,044,762 across 18 REIT - Specialty names. DLR ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
268,120 | $43,856,388 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
224,719 | $40,355,037 | |
| 3 | EQIX |
Equinix Inc
|
27,265 | $28,420,762 | |
| 4 | SBAC |
Sba Communications Corp
|
98,412 | $17,365,781 | |
| 5 | CCI |
Crown Castle Inc.
|
80,903 | $6,126,783 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
39,237 | $6,120,187 | |
| 7 | IRM |
Iron Mountain Inc
|
45,566 | $5,755,441 | |
| 8 | WY |
Weyerhaeuser Co
|
46,949 | $1,123,958 |
All Filings in DLR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,355,037 | 224,719 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $38,319,312 | 212,637 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,116,084 | 162,343 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,753,933 | 148,970 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $22,879,243 | 131,241 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,787,118 | 110,176 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $14,326,667 | 80,791 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,375,349 | 51,754 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,433,592 | 22,582 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,071,513 | 7,439 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $501,848 | 3,729 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $100,688 | 832 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $94,739 | 832 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $111,876 | 1,138 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $117,215 | 1,169 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $259,157 | 2,613 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $199,159 | 1,534 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $206,319 | 1,455 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $253,808 | 1,435 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $210,608 | 1,458 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $224,335 | 1,491 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $164,782 | 1,170 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $21,763 | 156 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||