BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 2010186
CINCINNATI, OH
Position in DLR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$135,582
+$2,407 QoQ
Shares Held
755
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#329
of 451 holders
Holding Since
Mar 2020
25 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $5,296,726 across 11 REIT - Specialty names. DLR ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
27,958 | $4,573,090 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
3,100 | $483,538 | |
| 3 | DLR |
Digital Realty Trust, Inc.
This page
|
755 | $135,582 | |
| 4 | WY |
Weyerhaeuser Co
|
2,082 | $49,843 | |
| 5 | EQIX |
Equinix Inc
|
22 | $22,932 | |
| 6 | IRM |
Iron Mountain Inc
|
123 | $15,536 | |
| 7 | CCI |
Crown Castle Inc.
|
94 | $7,118 | |
| 8 | SBAC |
Sba Communications Corp
|
18 | $3,176 |
All Filings in DLR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,582 | 755 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $133,175 | 739 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $113,557 | 734 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $133,463 | 772 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $127,958 | 734 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $104,888 | 732 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $163,852 | 924 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $149,530 | 924 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $140,494 | 924 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $161,900 | 1,124 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $124,351 | 924 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $115,211 | 952 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $21,976 | 193 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $18,973 | 193 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $20,755 | 207 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $20,530 | 207 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $26,874 | 207 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $27,367 | 193 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $27,878 | 193 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $29,640 | 197 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $27,745 | 197 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $35,017 | 251 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $36,249 | 247 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $35,101 | 247 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $36,811 | 265 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||