Position in IRM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$41,131,714
+$4,674,476 QoQ
Shares Held
325,641
-8.8% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
2.64%
of 13F equity value
Holder Rank
#83
of 1,152 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Adelante Capital Management LLC holds $289,755,423 across 7 REIT - Specialty names. IRM ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
123,901 | $129,153,163 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
487,419 | $87,530,704 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
325,641 | $41,131,714 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
122,594 | $19,122,212 | |
| 5 | AMT |
American Tower Corp /Ma/
|
52,165 | $8,532,629 | |
| 6 | SBAC |
Sba Communications Corp
|
15,505 | $2,736,012 | |
| 7 | WY |
Weyerhaeuser Co
|
64,703 | $1,548,989 |
All Filings in IRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,131,714 | 325,641 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $36,457,238 | 356,934 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $28,138,879 | 339,227 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $39,377,892 | 386,285 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $41,356,736 | 403,205 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $7,912 | 390,346 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $46,868,233 | 445,897 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $47,202,009 | 397,223 | Shares | Sole | 2025-02-24 | |
| 2024-06-30 | $1,400,491 | 15,627 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,407,845 | 17,552 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $982,799 | 14,044 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $398,790 | 6,708 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $546,892 | 9,625 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $603,438 | 11,405 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||