Position in DLR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,979
-$31 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,238
of 1,316 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Colonial Trust Advisors holds $291,720 across 9 REIT - Specialty names. DLR ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
139 | $144,892 | |
| 2 | CCI |
Crown Castle Inc.
|
1,025 | $77,623 | |
| 3 | IRM |
Iron Mountain Inc
|
300 | $37,893 | |
| 4 | RYN |
Rayonier Inc
|
475 | $10,108 | |
| 5 | DLR |
Digital Realty Trust, Inc.
This page
|
50 | $8,979 | |
| 6 | WY |
Weyerhaeuser Co
|
200 | $4,788 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
91 | $4,052 | |
| 8 | AMT |
American Tower Corp /Ma/
|
20 | $3,271 |
All Filings in DLR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,979 | 50 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,010 | 50 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,735 | 50 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,644 | 50 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,716 | 50 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $8,091 | 50 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,602 | 50 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,490 | 52 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $269 | 2 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,414 | 53 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $28,695 | 252 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,969,659 | 40,379 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,226,982 | 42,156 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,709,959 | 47,489 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,047,221 | 46,578 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,583,774 | 46,430 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $8,498,249 | 48,048 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,382,839 | 51,110 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,014,853 | 53,269 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $7,585,079 | 53,856 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $7,660,773 | 54,912 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $7,805,724 | 53,187 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $7,355,613 | 51,760 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $6,725,466 | 48,416 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||