Position in IRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,273,917
+$4,249,236 QoQ
Shares Held
105,090
+18.9% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#178
of 1,151 holders
Holding Since
Mar 2020
26 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, 2026Janney Montgomery Scott LLC holds $128,040,562 across 14 REIT - Specialty names. IRM ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
327,631 | $53,590,602 | |
| 2 | CCI |
Crown Castle Inc.
|
229,409 | $17,373,143 | |
| 3 | GLPI |
Gaming & Leisure Properties, Inc.
|
352,640 | $15,703,059 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
105,090 | $13,273,917 | |
| 5 | EQIX |
Equinix Inc
|
8,107 | $8,450,655 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
43,808 | $7,867,040 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
39,048 | $6,090,707 | |
| 8 | EPR |
Epr Properties
|
29,935 | $1,736,529 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,273,917 | 105,090 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,024,681 | 88,356 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,583,123 | 91,418 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,332,505 | 91,549 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,303,919 | 90,708 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,823,617 | 90,930 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,708,274 | 92,363 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,458,584 | 88,013 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $9,796,362 | 109,310 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $8,742,408 | 108,994 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $11,235,009 | 160,546 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $9,869,353 | 166,011 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,552,976 | 168,127 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $9,027,874 | 170,627 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $7,981,732 | 160,115 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,451,806 | 146,732 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $7,878,966 | 161,819 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,618,970 | 155,549 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,827,730 | 149,584 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $6,240,332 | 143,621 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,917,076 | 116,188 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,602,267 | 124,352 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,737,807 | 92,870 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,079,654 | 77,628 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,967,391 | 75,379 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,799,927 | 117,644 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||