Position in IRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,758,866
-$228,574 QoQ
Shares Held
13,925
-28.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#407
of 1,128 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $46,981,113 across 12 REIT - Specialty names. IRM ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
133,110 | $21,772,799 | |
| 2 | CCI |
Crown Castle Inc.
|
125,202 | $9,481,547 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
28,650 | $5,144,967 | |
| 4 | EQIX |
Equinix Inc
|
3,494 | $3,642,108 | |
| 5 | WY |
Weyerhaeuser Co
|
86,317 | $2,066,427 | |
| 6 | IRM |
Iron Mountain Inc
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|
13,925 | $1,758,866 | |
| 7 | RYN |
Rayonier Inc
|
46,381 | $986,987 | |
| 8 | SBAC |
Sba Communications Corp
|
3,773 | $665,782 |
All Filings in IRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,758,866 | 13,925 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,987,440 | 19,458 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $1,636,769 | 19,732 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $1,710,247 | 16,777 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $1,437,621 | 14,016 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,105,011 | 12,843 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $1,510,746 | 14,373 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $2,225,091 | 18,725 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $2,083,306 | 23,246 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $1,927,767 | 24,034 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $1,814,091 | 25,923 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $494,326 | 8,315 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $702,749 | 12,368 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $437,936 | 8,277 | Shares | Other | 2023-05-10 | |
| 2020-03-31 | $45,220 | 1,900 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||