Position in IRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$552,407,183
+$86,026,446 QoQ
Shares Held
4,373,424
-4.2% QoQ
Ownership
1.47%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#10
of 1,151 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $5,261,107,096 across 15 REIT - Specialty names. IRM ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,902,047 | $1,982,674,771 | |
| 2 | AMT |
American Tower Corp /Ma/
|
5,742,438 | $939,290,583 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
3,746,513 | $672,798,803 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
4,373,424 | $552,407,183 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
6,681,429 | $297,524,033 | |
| 6 | CCI |
Crown Castle Inc.
|
3,218,165 | $243,711,634 | |
| 7 | SBAC |
Sba Communications Corp
|
1,152,311 | $203,336,798 | |
| 8 | BXDC |
Blackstone Digital Infrastructure Trust Inc.
|
8,158,773 | $176,474,259 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,407,183 | 4,373,424 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $466,380,737 | 4,566,093 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $349,020,086 | 4,207,596 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $257,618,486 | 2,527,158 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $265,128,679 | 2,584,856 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $77,795,990 | 904,184 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $43,659,330 | 415,368 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $41,881,752 | 352,451 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $30,539,447 | 340,766 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $27,854,045 | 347,264 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $23,600,964 | 337,253 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $21,025,323 | 353,664 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $19,528,635 | 343,693 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $18,910,403 | 357,407 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $17,734,436 | 355,756 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $15,946,643 | 362,671 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $18,189,463 | 373,577 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $19,915,572 | 359,422 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $19,012,953 | 363,328 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $16,115,560 | 370,899 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $15,410,954 | 364,153 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $13,217,750 | 357,140 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $11,411,530 | 387,094 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $11,208,265 | 418,375 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $11,834,052 | 453,412 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $10,102,171 | 424,461 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||