Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$998,101
+$211,113 QoQ
Shares Held
7,902
+2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#525
of 1,152 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $11,380,258 across 10 REIT - Specialty names. IRM ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
24,775 | $4,052,446 | |
| 2 | EQIX |
Equinix Inc
|
2,108 | $2,197,358 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
6,769 | $1,215,577 | |
| 4 | IRM |
Iron Mountain Inc
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|
7,902 | $998,101 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
4,732 | $738,097 | |
| 6 | EPR |
Epr Properties
|
11,146 | $646,579 | |
| 7 | WY |
Weyerhaeuser Co
|
26,593 | $636,636 | |
| 8 | CCI |
Crown Castle Inc.
|
5,913 | $447,791 |
All Filings in IRM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $998,101 | 7,902 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $786,988 | 7,705 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $606,945 | 7,317 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $765,161 | 7,506 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $757,479 | 7,385 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $611,056 | 7,102 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $754,900 | 7,182 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $844,287 | 7,105 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $592,208 | 6,608 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $515,910 | 6,432 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $460,118 | 6,575 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $391,359 | 6,583 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $380,182 | 6,691 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $348,941 | 6,595 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $358,521 | 7,192 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $331,092 | 6,800 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $359,832 | 6,494 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $346,529 | 6,622 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $213,208 | 5,038 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||