Position in IRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$25,817,385
+$2,851,513 QoQ
Shares Held
204,397
-9.1% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#116
of 1,157 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $690,035,122 across 14 REIT - Specialty names. IRM ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
1,103,567 | $180,510,454 | |
| 2 | EQIX |
Equinix Inc
|
149,299 | $155,627,784 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
517,570 | $92,945,220 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
461,941 | $72,053,557 | |
| 5 | CCI |
Crown Castle Inc.
|
919,968 | $69,669,176 | |
| 6 | IRM |
Iron Mountain Inc
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|
204,397 | $25,817,385 | |
| 7 | WY |
Weyerhaeuser Co
|
844,307 | $20,212,709 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
449,743 | $20,027,055 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,817,385 | 204,397 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $22,965,872 | 224,847 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $13,005,066 | 156,782 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $20,511,551 | 201,212 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $20,927,049 | 204,027 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $18,403,869 | 213,899 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $25,800,615 | 245,463 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $54,139,304 | 455,603 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $45,029,748 | 502,452 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $41,656,822 | 519,347 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $26,556,220 | 379,483 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $33,782,105 | 568,244 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $34,019,497 | 598,724 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $37,288,851 | 704,760 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $28,772,771 | 577,187 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $24,895,418 | 566,191 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $27,870,642 | 572,410 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $31,838,807 | 574,604 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $26,216,021 | 500,975 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $22,350,462 | 514,395 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $21,558,612 | 509,419 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $19,187,464 | 518,440 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $14,351,276 | 486,814 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $10,509,074 | 392,276 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $8,051,823 | 308,499 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,371,689 | 57,634 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||