Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$14,170,592
+$8,482,007 QoQ
Shares Held
112,189
+101.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#169
of 1,152 holders
Holding Since
Mar 2020
25 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, 2026FIRST TRUST ADVISORS LP holds $254,424,591 across 13 REIT - Specialty names. IRM ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
63,114 | $65,789,402 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
247,808 | $44,501,360 | |
| 3 | GLPI |
Gaming & Leisure Properties, Inc.
|
911,649 | $40,595,729 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
112,189 | $14,170,592 | |
| 5 | EPR |
Epr Properties
|
223,183 | $12,946,845 | |
| 6 | SBAC |
Sba Communications Corp
|
71,217 | $12,566,951 | |
| 7 | AMT |
American Tower Corp /Ma/
|
71,226 | $11,650,436 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
349,600 | $11,452,896 |
All Filings in IRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,170,592 | 112,189 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,688,585 | 55,694 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,453,004 | 53,683 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,274,587 | 149,839 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,918,596 | 57,703 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,053,128 | 151,710 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $23,046,208 | 219,258 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $29,809,218 | 250,856 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $18,620,257 | 207,769 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $18,840,767 | 234,893 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $17,424,180 | 248,988 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,234,164 | 222,610 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,813,087 | 260,702 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,550,407 | 293,903 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,474,871 | 230,188 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,033,143 | 182,696 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,690,649 | 301,718 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,867,856 | 178,088 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $18,250,977 | 348,767 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $12,647,208 | 291,075 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $1,872,817 | 50,603 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,066,164 | 70,087 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,637,680 | 135,785 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,051,642 | 78,607 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,400,277 | 100,852 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||