Position in DLR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$443,921
+$213,000 QoQ
Shares Held
2,472
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#843
of 1,316 holders
Holding Since
Jun 2020
6 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Diversified Trust Co holds $7,984,694 across 5 REIT - Specialty names. DLR ranks #5 (5.6% of the industry book) .
All Filings in DLR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,921 | 2,472 | Shares | Sole | 2026-07-17 | |
| 2022-12-31 | $230,921 | 2,303 | Shares | Sole | 2023-01-17 | |
| 2021-06-30 | $256,082 | 1,702 | Shares | Sole | 2021-07-20 | |
| 2020-12-31 | $201,870 | 1,447 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $335,640 | 2,287 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $231,355 | 1,628 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||