Position in DLR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,582,237
-$249,556 QoQ
Shares Held
92,339
-1.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#210
of 1,315 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Baird Financial Group, Inc. holds $68,639,302 across 7 REIT - Specialty names. DLR ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
139,450 | $22,809,834 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
92,339 | $16,582,237 | |
| 3 | EQIX |
Equinix Inc
|
13,232 | $13,792,904 | |
| 4 | IRM |
Iron Mountain Inc
|
47,658 | $6,019,681 | |
| 5 | WY |
Weyerhaeuser Co
|
247,406 | $5,922,898 | |
| 6 | RYN |
Rayonier Inc
|
139,378 | $2,965,963 | |
| 7 | CCI |
Crown Castle Inc.
|
7,207 | $545,785 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,582,237 | 92,339 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $16,831,793 | 93,401 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,774,804 | 95,500 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,296,186 | 94,263 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,598,481 | 95,213 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $13,558,386 | 94,622 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $16,645,612 | 93,868 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,578,455 | 90,085 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,664,884 | 89,871 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,037,208 | 76,626 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,505,116 | 70,628 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,796,096 | 72,683 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,811,139 | 68,597 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $10,087,194 | 102,606 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $15,374,698 | 153,333 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $25,008,335 | 252,151 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $33,425,122 | 257,453 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $35,854,554 | 252,853 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $42,093,821 | 237,993 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $35,072,748 | 242,802 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $41,496,717 | 275,799 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $44,054,469 | 312,798 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $41,036,447 | 294,147 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $32,578,518 | 221,985 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $31,916,200 | 224,588 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $24,895,311 | 179,219 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||