Position in IRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$80,886,776
+$17,433,527 QoQ
Shares Held
640,383
+3.1% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#53
of 1,152 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $408,603,242 across 18 REIT - Specialty names. IRM ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
863,324 | $141,213,906 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
640,383 | $80,886,776 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
271,739 | $48,798,889 | |
| 4 | EQIX |
Equinix Inc
|
37,893 | $39,499,284 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
178,996 | $27,919,796 | |
| 6 | CCI |
Crown Castle Inc.
|
360,543 | $27,303,921 | |
| 7 | WY |
Weyerhaeuser Co
|
817,820 | $19,578,610 | |
| 8 | RYN |
Rayonier Inc
|
306,355 | $6,519,234 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,886,776 | 640,383 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $63,453,249 | 621,238 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $52,656,577 | 634,799 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $72,316,236 | 709,400 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $69,090,741 | 673,596 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $54,274,806 | 630,809 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $59,790,246 | 568,835 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $70,184,562 | 590,630 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $44,944,340 | 501,499 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $36,736,260 | 458,001 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $36,280,081 | 518,435 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,155,757 | 473,604 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,777,334 | 471,266 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $22,785,003 | 430,637 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $21,543,774 | 432,172 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $17,934,351 | 407,877 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,623,968 | 403,039 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $21,542,576 | 388,785 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,948,797 | 400,321 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,738,897 | 408,260 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $16,873,491 | 398,712 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,990,372 | 378,016 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,751,347 | 398,621 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,166,824 | 304,846 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $8,141,660 | 311,941 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,150,948 | 300,460 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||