Position in DLR
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$3,504,543
+$1,484,304 QoQ
Shares Held
19,447
-3.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 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 Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $5,418,110 across 2 REIT - Specialty names. DLR ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
19,447 | $3,504,543 | |
| 2 | AMT |
American Tower Corp /Ma/
|
11,088 | $1,913,567 |
All Filings in DLR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,504,543 | 19,447 | Shares | Sole | 2026-04-08 | |
| 2022-12-31 | $2,020,239 | 20,148 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,009,485 | 20,261 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $2,483,258 | 19,127 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $2,832,313 | 19,974 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,430,393 | 19,395 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $2,814,319 | 19,483 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $2,933,819 | 19,499 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $2,741,873 | 19,468 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $2,822,566 | 20,232 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,855,949 | 19,460 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,713,164 | 19,092 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||