Position in DLR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$332,223
-$10,176 QoQ
Shares Held
1,850
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#915
of 1,316 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Pettee Investors, Inc. holds $332,223 across 1 REIT - Specialty name. DLR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
1,850 | $332,223 |
All Filings in DLR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,223 | 1,850 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $342,399 | 1,900 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $293,949 | 1,900 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $328,472 | 1,900 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $331,227 | 1,900 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $272,251 | 1,900 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $336,927 | 1,900 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $307,477 | 1,900 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $288,895 | 1,900 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $273,676 | 1,900 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $262,431 | 1,950 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $235,989 | 1,950 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $222,046 | 1,950 | Shares | Sole | 2023-08-08 | |
| 2022-06-30 | $253,168 | 1,950 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $269,420 | 1,900 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $344,896 | 1,950 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $376,292 | 2,605 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $391,948 | 2,605 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $366,888 | 2,605 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $363,423 | 2,605 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $382,309 | 2,605 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $370,196 | 2,605 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $361,860 | 2,605 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||