Position in DLR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$331,684
+$999 QoQ
Shares Held
1,847
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#915
of 1,315 holders
Holding Since
Sep 2024
8 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, 2026PDS Planning, Inc holds $1,894,897 across 4 REIT - Specialty names. DLR ranks #3 (17.5% of the industry book) .
All Filings in DLR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,684 | 1,847 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $330,685 | 1,835 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $276,157 | 1,785 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $297,872 | 1,723 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $308,041 | 1,767 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $238,721 | 1,666 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $253,227 | 1,428 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $215,233 | 1,330 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||