Position in IRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$666,158
+$215,415 QoQ
Shares Held
5,274
+19.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#587
of 1,128 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, 2026ASSETMARK, INC holds $41,641,436 across 15 REIT - Specialty names. IRM ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
122,139 | $19,978,276 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
84,288 | $13,147,242 | |
| 3 | EQIX |
Equinix Inc
|
1,725 | $1,798,122 | |
| 4 | EPR |
Epr Properties
|
28,954 | $1,679,621 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
27,951 | $1,244,658 | |
| 6 | RYN |
Rayonier Inc
|
55,375 | $1,178,380 | |
| 7 | OUT |
OUTFRONT Media Inc.
|
29,492 | $966,157 | |
| 8 | IRM |
Iron Mountain Inc
This page
|
5,274 | $666,158 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,158 | 5,274 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $450,743 | 4,413 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $360,003 | 4,340 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $295,626 | 2,900 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $275,503 | 2,686 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $113,142 | 1,315 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,695,523 | 73,214 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,767,414 | 48,535 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,856,617 | 43,033 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,721 | 196 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $12,316 | 176 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,155 | 154 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $7,102 | 125 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,931 | 131 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $9,172 | 184 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $8,090 | 184 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $10,078 | 207 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,424 | 134 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,541 | 125 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,431 | 125 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,374 | 127 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,700 | 127 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,743 | 127 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,402 | 127 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,314 | 127 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $51,098 | 2,147 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||