Montecito Bank & Trust
BankPosition in DLR — Digital Realty Trust, Inc.
CIK 1422508
SANTA BARBARA, CA
Position in DLR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$801,824
-$4,614 QoQ
Shares Held
4,465
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#720
of 1,315 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Montecito Bank & Trust holds $1,042,271 across 2 REIT - Specialty names. DLR ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
4,465 | $801,824 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,470 | $240,447 |
All Filings in DLR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $801,824 | 4,465 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $806,438 | 4,475 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $692,326 | 4,475 | Shares | Defined | 2026-01-09 | |
| 2025-09-30 | $785,739 | 4,545 | Shares | Defined | 2025-10-07 | |
| 2025-03-31 | $669,880 | 4,675 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $837,883 | 4,725 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $769,501 | 4,755 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $672,365 | 4,422 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $688,799 | 4,782 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $646,252 | 4,802 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $620,468 | 5,127 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||