Position in DLR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,373,607
+$1,000,393 QoQ
Shares Held
7,649
+269.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#601
of 1,293 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $6,913,185 across 17 REIT - Specialty names. DLR ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
18,806 | $3,076,097 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
7,649 | $1,373,607 | |
| 3 | EQIX |
Equinix Inc
|
968 | $1,009,033 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
4,091 | $638,114 | |
| 5 | IRM |
Iron Mountain Inc
|
2,969 | $375,014 | |
| 6 | WY |
Weyerhaeuser Co
|
8,399 | $201,072 | |
| 7 | RYN |
Rayonier Inc
|
4,011 | $85,354 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,513 | $67,373 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,373,607 | 7,649 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $373,214 | 2,071 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $465,058 | 3,006 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $428,915 | 2,481 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $429,723 | 2,465 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $293,601 | 2,049 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $348,276 | 1,964 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $326,411 | 2,017 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $282,660 | 1,859 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $267,770 | 1,859 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $306,707 | 2,279 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $289,842 | 2,395 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $361,309 | 3,173 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $335,630 | 3,414 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $333,798 | 3,329 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $401,183 | 4,045 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $685,502 | 5,280 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $767,421 | 5,412 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $932,635 | 5,273 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $769,629 | 5,328 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $809,775 | 5,382 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $743,353 | 5,278 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $786,138 | 5,635 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $593,790 | 4,046 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $456,315 | 3,211 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $326,438 | 2,350 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||