Position in DLR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,300,969
+$938,534 QoQ
Shares Held
62,930
+9.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#250
of 1,293 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $20,325,834 across 17 REIT - Specialty names. DLR ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
62,930 | $11,300,969 | |
| 2 | EQIX |
Equinix Inc
|
2,893 | $3,015,634 | |
| 3 | AMT |
American Tower Corp /Ma/
|
16,627 | $2,719,678 | |
| 4 | WY |
Weyerhaeuser Co
|
43,029 | $1,030,114 | |
| 5 | IRM |
Iron Mountain Inc
|
6,279 | $793,100 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
4,463 | $696,138 | |
| 7 | RYN |
Rayonier Inc
|
15,264 | $324,817 | |
| 8 | CCI |
Crown Castle Inc.
|
3,127 | $236,807 |
All Filings in DLR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,300,969 | 62,930 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,362,435 | 57,502 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $11,999,617 | 77,562 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,945,019 | 80,663 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $14,008,287 | 80,355 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,258,581 | 78,572 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $13,846,813 | 78,085 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $12,715,468 | 78,573 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $12,002,827 | 78,940 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,365,908 | 78,908 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $3,397,606 | 25,246 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||