Position in IRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,303,692
-$5,765,080 QoQ
Shares Held
179,202
-38.2% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Derivatives in IRM
reported options exposure · as of Mar 31, 2026CallValue
$408,560
CallShares
4,000
PutValue
$510,700
PutShares
5,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $916,073,513 across 14 REIT - Specialty names. IRM ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
452,267 | $443,330,204 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,226,889 | $211,736,503 | |
| 3 | SBAC |
Sba Communications Corp
|
482,644 | $83,067,858 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
317,343 | $40,194,664 | |
| 5 | CCI |
Crown Castle Inc.
|
455,602 | $37,044,998 | |
| 6 | IRM |
Iron Mountain Inc
This page
|
179,202 | $18,303,692 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
91,991 | $16,577,698 | |
| 8 | FPI |
Farmland Partners Inc.
|
1,447,658 | $16,257,199 |
All Filings in IRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,303,692 | 179,202 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $510,700 | 5,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $408,560 | 4,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $24,068,772 | 290,160 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $15,102,859 | 175,533 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $3,678,109 | 45,856 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $308,147 | 5,824 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,777,451 | 35,656 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $644,424 | 14,656 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $863,445 | 16,500 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $1,685,026 | 32,200 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $208,560 | 4,800 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $278,080 | 6,400 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $418,968 | 9,900 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $477,429 | 12,900 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $206,360 | 7,000 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $392,084 | 13,300 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $388,455 | 14,500 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $348,270 | 13,000 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $370,620 | 14,200 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $1,028,340 | 39,400 | Put | Sole | 2020-08-14 | |
| 2020-03-31 | $435,540 | 18,300 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $445,060 | 18,700 | Call | Sole | 2020-05-15 | |
| 2020-03-31 | $3,969,887 | 166,802 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||