Position in DLR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,200,387
+$800,137 QoQ
Shares Held
73,507
+6.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#241
of 1,293 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $100,789,682 across 18 REIT - Specialty names. DLR ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
20,057 | $20,907,216 | |
| 2 | IRM |
Iron Mountain Inc
|
106,876 | $13,499,507 | |
| 3 | DLR |
Digital Realty Trust, Inc.
This page
|
73,507 | $13,200,387 | |
| 4 | AMT |
American Tower Corp /Ma/
|
58,134 | $9,508,978 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
58,828 | $9,175,991 | |
| 6 | EPR |
Epr Properties
|
122,139 | $7,085,283 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
154,551 | $6,882,156 | |
| 8 | CCI |
Crown Castle Inc.
|
82,913 | $6,279,001 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,200,387 | 73,507 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,400,250 | 68,810 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,005,514 | 58,209 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $10,516,290 | 60,830 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,702,553 | 49,920 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,459,820 | 52,061 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,933,458 | 61,656 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,078,330 | 19,022 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,706,033 | 17,797 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,013,823 | 13,981 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,557,494 | 11,573 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,422,106 | 11,751 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,481,220 | 13,008 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,386,367 | 14,102 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,521,697 | 15,176 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,424,522 | 14,363 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,038,899 | 8,002 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,058,253 | 7,463 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,270,457 | 7,183 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $838,532 | 5,805 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $651,642 | 4,331 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $980,809 | 6,964 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $509,769 | 3,654 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $380,988 | 2,596 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $323,300 | 2,275 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $306,991 | 2,210 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||