Position in DLR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,262,169
-$128,136 QoQ
Shares Held
12,597
-5.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#523
of 1,316 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $2,788,627 across 4 REIT - Specialty names. DLR ranks #1 (81.1% of the industry book) .
All Filings in DLR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,262,169 | 12,597 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,390,305 | 13,264 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,039,232 | 13,181 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,212,518 | 12,798 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,179,299 | 12,501 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,624,765 | 11,339 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,805,928 | 10,184 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||