Position in DLR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$234,890
-$644 QoQ
Shares Held
1,308
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#994
of 1,319 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026BOURGEON CAPITAL MANAGEMENT LLC holds $234,890 across 1 REIT - Specialty name. DLR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
1,308 | $234,890 |
All Filings in DLR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,890 | 1,308 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $235,534 | 1,307 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $202,205 | 1,307 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $225,954 | 1,307 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $227,849 | 1,307 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $232,124 | 1,309 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $211,835 | 1,309 | Shares | Sole | 2024-10-16 | |
| 2023-12-31 | $174,954 | 1,300 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $157,326 | 1,300 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $148,031 | 1,300 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $127,803 | 1,300 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $130,351 | 1,300 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $128,934 | 1,300 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $168,779 | 1,300 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $184,340 | 1,300 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $229,931 | 1,300 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $187,785 | 1,300 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $195,598 | 1,300 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $183,092 | 1,300 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $181,363 | 1,300 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $190,788 | 1,300 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $184,743 | 1,300 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $180,583 | 1,300 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||