Evercore Wealth Management, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1482689
New York, NY
Position in DLR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$558,134
+$10,657 QoQ
Shares Held
3,108
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#788
of 1,293 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 93%
Shared 3%
None 4%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Evercore Wealth Management, LLC holds $33,250,501 across 5 REIT - Specialty names. DLR ranks #3 (1.7% of the industry book) .
All Filings in DLR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,134 | 3,108 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $547,477 | 3,038 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $472,329 | 3,053 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $536,273 | 3,102 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $573,022 | 3,287 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $407,946 | 2,847 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $495,104 | 2,792 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $455,551 | 2,815 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $428,780 | 2,820 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $387,467 | 2,690 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $450,304 | 3,346 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $369,232 | 3,051 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $437,488 | 3,842 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $339,168 | 3,450 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $307,427 | 3,066 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $311,524 | 3,141 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $400,265 | 3,083 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $437,169 | 3,083 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $522,827 | 2,956 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $427,715 | 2,961 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $444,759 | 2,956 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $494,770 | 3,513 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $457,731 | 3,281 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $373,357 | 2,544 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||