Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,677,132
+$1,704,041 QoQ
Shares Held
37,029
+27.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#286
of 1,152 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, 2026Rafferty Asset Management, LLC holds $40,480,470 across 8 REIT - Specialty names. IRM ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
11,109 | $11,579,910 | |
| 2 | AMT |
American Tower Corp /Ma/
|
52,474 | $8,583,172 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
38,063 | $6,835,353 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
37,029 | $4,677,132 | |
| 5 | CCI |
Crown Castle Inc.
|
54,320 | $4,113,653 | |
| 6 | SBAC |
Sba Communications Corp
|
13,198 | $2,328,919 | |
| 7 | WY |
Weyerhaeuser Co
|
89,738 | $2,148,327 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
1,372 | $214,004 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,677,132 | 37,029 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,973,091 | 29,108 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,170,266 | 38,219 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,048,445 | 39,714 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,835,092 | 37,390 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,755,775 | 32,029 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,058,086 | 38,608 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,954,616 | 41,695 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,626,831 | 40,469 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,804,221 | 34,961 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,740,976 | 39,168 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,938,486 | 32,607 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,763,635 | 31,039 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,616,612 | 30,554 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,322,271 | 26,525 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $759,010 | 17,262 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $656,730 | 13,488 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $877,029 | 15,828 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $813,208 | 15,540 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $810,516 | 18,654 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $976,703 | 23,079 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $561,441 | 15,170 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $305,118 | 10,350 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $281,402 | 10,504 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,804,554 | 69,140 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $307,234 | 12,909 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||