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Digital Realty Trust shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of Digital Realty Trust (DLR) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in Digital Realty Trust

Tip: Access up to 7 years of quarterly data

All positions including Digital Realty Trust held by Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Digital Realty Trust by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $770k 4.8k 161.83
2024-06-30 $672k 4.4k 152.05
2024-03-31 $689k 4.8k 144.04
2023-12-31 $646k 4.8k 134.58
2023-09-30 $621k 5.1k 121.02

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Ishares Core U.s. Aggregate Bon Fixed Income (AGG)
Ishares Core S&p 500 Etf Equities (IVV)
Spdr S&p 500 Etf Trust Equities (SPY)
Ishares U.s. Treasury Bond Etf Fixed Income (GOVT)
Ishares Core S&p Mid-cap Etf Equities (IJH)
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Ishares Msci Usa Quality Factor Equities (QUAL)
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Ishares Russell 1000 Value Etf Equities (IWD)
Vanguard Short-term Corporate B Fixed Income (VCSH)
Ishares Core Msci Eafe Etf Equities (IEFA)

View all positions for Montecito Bank & Trust

Top funds holding Digital Realty Trust

Vanguard Group
BlackRock
BlackRock
Cohen & Steers Capital Management
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
APG Asset Management US
Geode Capital Management
Daiwa Securities Group
Canada Pension Plan Investment Board
Dimensional Fund Advisors
Morgan Stanley
Principal Financial Group
Charles Schwab Investment Management

View all funds holding Digital Realty Trust