Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,220,028
+$297,296 QoQ
Shares Held
9,659
+6.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#479
of 1,152 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $25,152,307 across 9 REIT - Specialty names. IRM ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
6,456 | $6,729,669 | |
| 2 | AMT |
American Tower Corp /Ma/
|
40,845 | $6,681,016 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
21,044 | $3,282,443 | |
| 4 | CCI |
Crown Castle Inc.
|
39,971 | $3,027,003 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
7,082 | $1,271,785 | |
| 6 | IRM |
Iron Mountain Inc
This page
|
9,659 | $1,220,028 | |
| 7 | OUT |
OUTFRONT Media Inc.
|
32,615 | $1,068,467 | |
| 8 | RYN |
Rayonier Inc
|
48,784 | $1,038,123 |
All Filings in IRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,220,028 | 9,659 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $922,732 | 9,034 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $794,992 | 9,584 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $860,271 | 8,439 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $817,072 | 7,966 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $744,848 | 8,657 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $937,581 | 8,920 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $946,243 | 7,963 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $532,522 | 5,942 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $519,841 | 6,481 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $295,665 | 4,225 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $258,191 | 4,343 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $252,905 | 4,451 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $235,978 | 4,460 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $225,072 | 4,515 | Shares | Sole | 2023-02-06 | |
| 2022-06-30 | $208,831 | 4,289 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $235,547 | 4,251 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $211,046 | 4,033 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||