Position in DLR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,407,258
+$317,483 QoQ
Shares Held
7,809
+10.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Ballentine Partners, LLC holds $4,804,603 across 6 REIT - Specialty names. DLR ranks #1 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
7,809 | $1,407,258 | |
| 2 | EQIX |
Equinix Inc
|
1,351 | $1,324,302 | |
| 3 | AMT |
American Tower Corp /Ma/
|
5,656 | $976,110 | |
| 4 | IRM |
Iron Mountain Inc
|
5,843 | $596,803 | |
| 5 | LAND |
GLADSTONE LAND Corp
|
30,427 | $310,355 | |
| 6 | FPI |
Farmland Partners Inc.
|
16,899 | $189,775 |
All Filings in DLR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,407,258 | 7,809 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,089,775 | 7,044 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,264,962 | 7,317 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,252,385 | 7,184 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $873,208 | 6,094 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,357,106 | 7,653 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $1,214,857 | 7,507 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $1,175,346 | 7,730 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $1,048,465 | 7,279 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $893,341 | 6,638 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $711,354 | 5,878 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $641,314 | 5,632 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $240,464 | 2,446 | Shares | Sole | 2023-04-27 | |
| 2022-09-30 | $244,676 | 2,467 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $326,131 | 2,512 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $310,966 | 2,193 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $431,385 | 2,439 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $336,278 | 2,328 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $297,759 | 1,979 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $261,538 | 1,857 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $273,856 | 1,963 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $341,802 | 2,329 | Shares | Other | 2020-10-22 | |
| 2020-06-30 | $610,503 | 4,296 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $812,066 | 5,846 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||