Position in DLR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,656,717
+$1,541,359 QoQ
Shares Held
59,135
+0.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 59.18568762561011.ToString("F0")%
Shared 8.277706000574216.ToString("F0")%
None 32.53660637381567.ToString("F0")%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $173,089,600 across 13 REIT - Specialty names. DLR ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
546,827 | $94,371,403 | |
| 2 | IRM |
Iron Mountain Inc
|
212,318 | $21,686,159 | |
| 3 | GLPI |
Gaming & Leisure Properties, Inc.
|
306,767 | $13,611,251 | |
| 4 | DLR |
Digital Realty Trust, Inc.
This page
|
59,135 | $10,656,717 | |
| 5 | EQIX |
Equinix Inc
|
10,416 | $10,210,179 | |
| 6 | CCI |
Crown Castle Inc.
|
94,314 | $7,668,670 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
38,445 | $4,869,443 | |
| 8 | SBAC |
Sba Communications Corp
|
19,026 | $3,274,564 |
All Filings in DLR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,656,717 | 59,135 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $9,115,358 | 58,919 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $9,931,090 | 57,445 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $10,585,490 | 60,721 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $9,584,093 | 66,886 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $12,339,328 | 69,584 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $9,874,218 | 61,016 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $10,272,953 | 67,563 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $9,729,037 | 67,544 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,336,218 | 69,373 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $8,020,721 | 66,276 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $7,895,972 | 69,342 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $6,730,203 | 68,459 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $5,324,236 | 53,099 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||