Crestwood Advisors Group, LLC

Position in DLR — Digital Realty Trust, Inc.

CIK 1426853 BOSTON, MA

Position in DLR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,506,217

+$29,231 QoQ

Shares Held

13,956

+1.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#501

of 1,316 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Real Estate · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $10,409,489 across 9 REIT - Specialty names. DLR ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	16,431	$2,687,618
2	DLR	Digital Realty Trust, Inc. This page	13,956	$2,506,217
3	IRM	Iron Mountain Inc	13,246	$1,673,102
4	WY	Weyerhaeuser Co	43,405	$1,039,115
5	EQIX	Equinix Inc	764	$796,385
6	LAMR	Lamar Advertising Co/New	3,427	$534,543
7	EPR	Epr Properties	9,154	$531,023
8	GLPI	Gaming & Leisure Properties, Inc.	8,529	$379,796

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,506,217	13,956	+1.5%	Shares	Other	2026-08-03
2026-03-31	$2,476,986	13,745	+2.3%	Shares	Other	2026-05-05
2025-12-31	$2,077,909	13,431	-0.5%	Shares	Other	2026-02-03
2025-09-30	$2,333,187	13,496	+2.1%	Shares	Other	2025-11-07
2025-06-30	$2,303,421	13,213	+4.5%	Shares	Other	2025-08-05
2025-03-31	$1,812,188	12,647	+3.5%	Shares	Other	2025-05-05
2024-12-31	$2,166,972	12,220	+2.2%	Shares	Other	2025-02-04
2024-09-30	$1,935,324	11,959	-0.3%	Shares	Other	2024-10-30
2024-06-30	$1,823,838	11,995	+1.7%	Shares	Other	2024-08-01
2024-03-31	$1,698,663	11,793	-2.5%	Shares	Other	2024-05-08
2023-12-31	$1,627,340	12,092	-5.8%	Shares	Other	2024-02-13
2023-09-30	$1,553,775	12,839	—	Shares	Other	2023-11-15
No filing history on record for this holder in this stock.