Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,779,321
-$256,842 QoQ
Shares Held
29,921
-24.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#308
of 1,152 holders
Holding Since
Sep 2024
8 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, 2026REGIONS FINANCIAL CORP holds $10,525,059 across 8 REIT - Specialty names. IRM ranks #1 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
29,921 | $3,779,321 | |
| 2 | RYN |
Rayonier Inc
|
84,696 | $1,802,330 | |
| 3 | CCI |
Crown Castle Inc.
|
21,270 | $1,610,776 | |
| 4 | SBAC |
Sba Communications Corp
|
8,058 | $1,421,914 | |
| 5 | WY |
Weyerhaeuser Co
|
33,678 | $806,251 | |
| 6 | EQIX |
Equinix Inc
|
581 | $605,628 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
1,752 | $273,276 | |
| 8 | AMT |
American Tower Corp /Ma/
|
1,379 | $225,563 |
All Filings in IRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,779,321 | 29,921 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $4,036,163 | 39,516 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $17,804,553 | 214,642 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $25,666,554 | 251,781 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $25,466,694 | 248,286 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $20,759,387 | 241,276 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $24,256,864 | 230,776 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $25,959,720 | 218,461 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||