Position in IRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$722,871
+$320,645 QoQ
Shares Held
5,723
+45.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#582
of 1,152 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 43%
Shared 3%
None 55%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $17,765,436 across 8 REIT - Specialty names. IRM ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
48,055 | $7,860,355 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
20,677 | $3,713,175 | |
| 3 | EQIX |
Equinix Inc
|
2,623 | $2,734,188 | |
| 4 | CCI |
Crown Castle Inc.
|
15,213 | $1,152,080 | |
| 5 | WY |
Weyerhaeuser Co
|
44,624 | $1,068,298 | |
| 6 | IRM |
Iron Mountain Inc
This page
|
5,723 | $722,871 | |
| 7 | SBAC |
Sba Communications Corp
|
1,472 | $259,748 | |
| 8 | EPR |
Epr Properties
|
4,391 | $254,721 |
All Filings in IRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,871 | 5,723 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $402,226 | 3,938 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $223,549 | 2,695 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $302,353 | 2,966 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $268,219 | 2,615 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $240,050 | 2,790 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $516,930 | 4,918 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $726,170 | 6,111 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $500,527 | 5,585 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $416,690 | 5,195 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $353,468 | 5,051 | Shares | Defined | 2024-02-13 | |
| 2021-09-30 | $325,006 | 7,480 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $279,904 | 6,614 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $226,501 | 6,120 | Shares | Defined | 2021-09-03 | |
| No filing history on record for this holder in this stock. | ||||||