Position in IRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,147,753
+$1,094,402 QoQ
Shares Held
50,399
+3.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Advisors Asset Management, Inc. holds $59,493,681 across 11 REIT - Specialty names. IRM ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
107,630 | $18,574,785 | |
| 2 | CCI |
Crown Castle Inc.
|
202,606 | $16,473,893 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
45,998 | $8,289,299 | |
| 4 | EQIX |
Equinix Inc
|
6,112 | $5,991,226 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
50,399 | $5,147,753 | |
| 6 | OUT |
OUTFRONT Media Inc.
|
102,562 | $2,717,893 | |
| 7 | RYN |
Rayonier Inc
|
65,779 | $1,356,362 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
9,596 | $425,774 |
All Filings in IRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,147,753 | 50,399 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,053,351 | 48,865 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,113,545 | 59,972 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,514,323 | 63,511 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,361,840 | 62,318 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,912,033 | 65,760 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,530,970 | 63,376 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,695,371 | 52,392 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,319,308 | 53,850 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,684,237 | 52,647 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,870,313 | 65,102 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,081,721 | 71,836 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,358,143 | 82,369 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,625,092 | 72,720 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,454,757 | 55,828 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,550,031 | 93,449 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,532,260 | 81,795 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $3,630,341 | 69,374 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,124,359 | 71,907 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,867,306 | 67,753 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,312,643 | 62,487 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,093,699 | 71,021 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,101,434 | 78,441 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $20,070 | 769 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $264,370 | 11,108 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||