Position in DLR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$19,753
-$70 QoQ
Shares Held
110
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,191
of 1,316 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $146,734 across 8 REIT - Specialty names. DLR ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
400 | $50,524 | |
| 2 | EQIX |
Equinix Inc
|
39 | $40,653 | |
| 3 | DLR |
Digital Realty Trust, Inc.
This page
|
110 | $19,753 | |
| 4 | WY |
Weyerhaeuser Co
|
561 | $13,430 | |
| 5 | RYN |
Rayonier Inc
|
396 | $8,426 | |
| 6 | AMT |
American Tower Corp /Ma/
|
39 | $6,379 | |
| 7 | CCI |
Crown Castle Inc.
|
80 | $6,058 | |
| 8 | FRMI |
Fermi Inc.
|
165 | $1,511 |
All Filings in DLR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,753 | 110 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $19,823 | 110 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $17,018 | 110 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $18,152 | 105 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $18,304 | 105 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $11,463 | 80 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $14,186 | 80 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $12,946 | 80 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $12,164 | 80 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $11,523 | 80 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $10,766 | 80 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $9,681 | 80 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $9,109 | 80 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,864 | 80 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,021 | 80 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $7,934 | 80 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||