Position in IRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,144,600
-$4,010,206 QoQ
Shares Held
128,692
-37.8% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 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 Sep 30, 2025CallValue
$1,437,354
CallShares
14,100
PutValue
$1,885,890
PutShares
18,500
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, 2026Balyasny Asset Management L.P. holds $485,471,289 across 13 REIT - Specialty names. IRM ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLPI |
Gaming & Leisure Properties, Inc.
|
2,313,321 | $102,642,052 | |
| 2 | AMT |
American Tower Corp /Ma/
|
435,448 | $75,149,615 | |
| 3 | OUT |
OUTFRONT Media Inc.
|
2,474,753 | $65,580,954 | |
| 4 | EQIX |
Equinix Inc
|
65,351 | $64,059,664 | |
| 5 | CCI |
Crown Castle Inc.
|
652,495 | $53,054,368 | |
| 6 | EPR |
Epr Properties
|
975,064 | $48,714,197 | |
| 7 | RYN |
Rayonier Inc
|
2,164,890 | $44,640,031 | |
| 8 | IRM |
Iron Mountain Inc
This page
|
128,692 | $13,144,600 |
All Filings in IRM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,144,600 | 128,692 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,154,806 | 206,809 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,437,354 | 14,100 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $15,181,822 | 148,929 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $1,885,890 | 18,500 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $39,817,366 | 388,197 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $47,627,269 | 553,548 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,540,473 | 366,668 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $838,226 | 7,054 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,832,639 | 20,449 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,540,505 | 69,075 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,771,882 | 225,377 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $19,417,796 | 326,624 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $910,085 | 16,017 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $396,295 | 7,490 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,225,961 | 24,593 | Shares | Other | 2023-02-14 | |
| 2022-06-30 | $22,078,383 | 453,448 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $1,581,286 | 37,365 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $6,110,156 | 228,076 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||