Position in IRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,201,204
+$1,106,965 QoQ
Shares Held
17,427
-9.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#376
of 1,151 holders
Holding Since
Mar 2020
15 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, 2026ALPS ADVISORS INC holds $23,132,509 across 10 REIT - Specialty names. IRM ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
6,721 | $7,005,903 | |
| 2 | AMT |
American Tower Corp /Ma/
|
28,906 | $4,728,154 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
22,178 | $3,982,725 | |
| 4 | IRM |
Iron Mountain Inc
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|
17,427 | $2,201,204 | |
| 5 | CCI |
Crown Castle Inc.
|
28,572 | $2,163,757 | |
| 6 | SBAC |
Sba Communications Corp
|
7,431 | $1,311,274 | |
| 7 | WY |
Weyerhaeuser Co
|
42,514 | $1,017,785 | |
| 8 | EPR |
Epr Properties
|
4,218 | $244,686 |
All Filings in IRM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,201,204 | 17,427 | Shares | Defined | 2026-07-29 | |
| 2023-06-30 | $1,094,239 | 19,258 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,231,903 | 23,283 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,134,386 | 22,756 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,634,935 | 37,183 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,812,241 | 37,220 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $2,214,238 | 39,961 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,613,019 | 30,824 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $1,452,012 | 33,418 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,414,249 | 33,418 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $1,300,975 | 35,152 | Shares | Other | 2021-05-07 | |
| 2020-12-31 | $1,189,635 | 40,354 | Shares | Other | 2021-02-03 | |
| 2020-09-30 | $513,189 | 19,156 | Shares | Other | 2020-11-05 | |
| 2020-06-30 | $539,069 | 20,654 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $416,095 | 17,483 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||