Position in IRM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$596,803
+$52,984 QoQ
Shares Held
5,843
-10.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Ballentine Partners, LLC holds $4,804,603 across 6 REIT - Specialty names. IRM ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
7,809 | $1,407,258 | |
| 2 | EQIX |
Equinix Inc
|
1,351 | $1,324,302 | |
| 3 | AMT |
American Tower Corp /Ma/
|
5,656 | $976,110 | |
| 4 | IRM |
Iron Mountain Inc
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|
5,843 | $596,803 | |
| 5 | LAND |
GLADSTONE LAND Corp
|
30,427 | $310,355 | |
| 6 | FPI |
Farmland Partners Inc.
|
16,899 | $189,775 |
All Filings in IRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $596,803 | 5,843 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $543,819 | 6,556 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $729,888 | 7,160 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $706,603 | 6,889 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $463,583 | 5,388 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $607,640 | 5,781 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $640,850 | 5,393 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $413,506 | 4,614 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $327,016 | 4,077 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $241,150 | 3,446 | Shares | Other | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||