Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,674,220
+$4,545,475 QoQ
Shares Held
52,840
+105.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#250
of 1,152 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $8,795,568 across 6 REIT - Specialty names. IRM ranks #1 (75.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
52,840 | $6,674,220 | |
| 2 | EQIX |
Equinix Inc
|
520 | $542,042 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
2,813 | $438,771 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
9,341 | $415,954 | |
| 5 | AMT |
American Tower Corp /Ma/
|
2,514 | $411,214 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
1,745 | $313,367 |
All Filings in IRM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,674,220 | 52,840 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $2,128,745 | 25,663 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,616,086 | 25,663 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,632,253 | 25,663 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,498,644 | 40,663 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,274,087 | 40,663 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,797,285 | 40,371 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,452,989 | 27,371 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,676,395 | 108,171 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,823,806 | 154,670 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,668,447 | 112,169 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,339,254 | 58,769 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,088,304 | 39,469 | Shares | Sole | 2023-05-11 | |
| 2021-12-31 | $71,639 | 1,369 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||