Position in DLR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$364,906
-$22,545 QoQ
Shares Held
2,032
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#888
of 1,316 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $1,105,690 across 8 REIT - Specialty names. DLR ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
3,137 | $513,119 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
2,032 | $364,906 | |
| 3 | WY |
Weyerhaeuser Co
|
5,316 | $127,265 | |
| 4 | IRM |
Iron Mountain Inc
|
363 | $45,850 | |
| 5 | RYN |
Rayonier Inc
|
1,829 | $38,921 | |
| 6 | SBAC |
Sba Communications Corp
|
68 | $11,999 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
16 | $2,495 | |
| 8 | CCI |
Crown Castle Inc.
|
15 | $1,135 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,906 | 2,032 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $387,451 | 2,150 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $334,328 | 2,161 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $339,190 | 1,962 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $342,035 | 1,962 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $313,375 | 2,187 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $362,817 | 2,046 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $326,087 | 2,015 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $299,082 | 1,967 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $210,442 | 1,461 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $168,494 | 1,252 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $120,051 | 992 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $112,959 | 992 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $96,147 | 978 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $98,064 | 978 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $96,998 | 978 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $126,973 | 978 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $138,680 | 978 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $172,978 | 978 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $141,272 | 978 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $70,264 | 467 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $65,772 | 467 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $65,151 | 467 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $48,871 | 333 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $56,701 | 399 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $55,425 | 399 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||