Position in DLR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$10,446,526
-$178,835 QoQ
Shares Held
58,172
-1.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#261
of 1,315 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 3%
None 79%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $94,000,111 across 11 REIT - Specialty names. DLR ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
160,322 | $26,223,868 | |
| 2 | EQIX |
Equinix Inc
|
21,411 | $22,318,611 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
90,005 | $14,038,979 | |
| 4 | DLR |
Digital Realty Trust, Inc.
This page
|
58,172 | $10,446,526 | |
| 5 | CCI |
Crown Castle Inc.
|
130,563 | $9,887,535 | |
| 6 | IRM |
Iron Mountain Inc
|
33,422 | $4,221,532 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
75,985 | $3,383,611 | |
| 8 | WY |
Weyerhaeuser Co
|
62,640 | $1,499,601 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,446,526 | 58,172 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $10,625,361 | 58,961 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $9,592,018 | 62,000 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $10,289,816 | 59,520 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $9,831,513 | 56,396 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $8,476,319 | 59,155 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $10,431,436 | 58,825 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $9,933,772 | 61,384 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $12,436,168 | 81,790 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $12,085,386 | 83,903 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,257,012 | 76,215 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $10,663,433 | 88,113 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $11,501,665 | 101,007 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $18,348,577 | 186,640 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $29,830,924 | 297,506 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $64,262,688 | 647,940 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $81,430,282 | 627,207 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $85,067,945 | 599,915 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $93,934,948 | 531,096 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $73,062,375 | 505,797 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $73,929,572 | 491,357 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $64,965,688 | 461,273 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $55,474,475 | 397,638 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $52,740,552 | 359,366 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $63,461,064 | 446,563 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $46,590,550 | 335,401 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||