Position in DLR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,423,953
-$298,630 QoQ
Shares Held
24,635
-6.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#401
of 1,316 holders
Holding Since
Jun 2020
25 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, 2026PATTEN & PATTEN INC/TN holds $5,308,511 across 3 REIT - Specialty names. DLR ranks #1 (83.3% of the industry book) .
All Filings in DLR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,423,953 | 24,635 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,722,583 | 26,206 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,201,150 | 27,155 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,927,944 | 28,505 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,013,730 | 28,760 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,974,864 | 27,740 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,893,421 | 27,595 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,542,406 | 28,069 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,341,483 | 28,553 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,182,633 | 29,038 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,395,786 | 32,663 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,020,163 | 33,219 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,828,423 | 33,621 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,382,453 | 34,406 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,520,078 | 35,106 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,121,424 | 41,555 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $5,411,314 | 41,680 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,853,929 | 41,283 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $6,875,467 | 38,873 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $5,694,652 | 39,423 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,507,287 | 36,603 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $5,263,049 | 37,369 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $5,136,618 | 36,819 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $4,637,469 | 31,599 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $4,074,862 | 28,674 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||