Position in IRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$858,402
+$156,701 QoQ
Shares Held
6,796
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#554
of 1,152 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 19%
Shared 81%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $26,867,504 across 10 REIT - Specialty names. IRM ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
126,392 | $20,673,939 | |
| 2 | EQIX |
Equinix Inc
|
1,090 | $1,136,204 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
6,296 | $1,130,635 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
6,408 | $999,519 | |
| 5 | OUT |
OUTFRONT Media Inc.
|
29,012 | $950,433 | |
| 6 | IRM |
Iron Mountain Inc
This page
|
6,796 | $858,402 | |
| 7 | EPR |
Epr Properties
|
8,171 | $473,999 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
6,752 | $300,666 |
All Filings in IRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,402 | 6,796 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $701,701 | 6,870 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $484,012 | 5,835 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $339,561 | 3,331 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $337,659 | 3,292 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $285,394 | 3,317 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $318,903 | 3,034 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $360,530 | 3,034 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $256,940 | 2,867 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $229,881 | 2,866 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $199,093 | 2,845 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $217,705 | 3,662 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $201,426 | 3,545 | Shares | Other | 2023-08-14 | |
| 2022-03-31 | $5,540,168 | 99,985 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,101,861 | 97,494 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $4,108,718 | 94,562 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||