Position in IRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$721,102
+$124,299 QoQ
Shares Held
5,709
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#583
of 1,152 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Ballentine Partners, LLC holds $5,611,896 across 7 REIT - Specialty names. IRM ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
8,316 | $1,493,386 | |
| 2 | EQIX |
Equinix Inc
|
1,431 | $1,491,659 | |
| 3 | AMT |
American Tower Corp /Ma/
|
8,411 | $1,375,786 | |
| 4 | IRM |
Iron Mountain Inc
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|
5,709 | $721,102 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
4,553 | $202,743 | |
| 6 | LAND |
GLADSTONE LAND Corp
|
20,170 | $172,050 | |
| 7 | FPI |
Farmland Partners Inc.
|
16,030 | $155,170 |
All Filings in IRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,102 | 5,709 | Shares | Sole | 2026-07-17 | |
| 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. | ||||||