Position in IRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$258,430
+$49,248 QoQ
Shares Held
2,046
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#844
of 1,152 holders
Holding Since
Jun 2022
17 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, 2026PRIVATE TRUST CO NA holds $2,189,546 across 13 REIT - Specialty names. IRM ranks #5 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
2,407 | $432,249 | |
| 2 | AMT |
American Tower Corp /Ma/
|
2,112 | $345,459 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
2,049 | $319,603 | |
| 4 | EPR |
Epr Properties
|
5,334 | $309,425 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
2,046 | $258,430 | |
| 6 | EQIX |
Equinix Inc
|
193 | $201,181 | |
| 7 | CCI |
Crown Castle Inc.
|
2,461 | $186,371 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
1,805 | $59,131 |
All Filings in IRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,430 | 2,046 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $209,182 | 2,048 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $167,973 | 2,025 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $236,500 | 2,320 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $246,680 | 2,405 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $198,322 | 2,305 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $299,983 | 2,854 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $383,345 | 3,226 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $283,019 | 3,158 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $253,303 | 3,158 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $261,585 | 3,738 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $221,213 | 3,721 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $220,063 | 3,873 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $141,481 | 2,674 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $159,270 | 3,195 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $138,989 | 3,161 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $153,909 | 3,161 | Shares | Defined | 2022-09-16 | |
| No filing history on record for this holder in this stock. | ||||||