Position in IRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,518,866
-$138,615 QoQ
Shares Held
35,776
-21.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#292
of 1,160 holders
Holding Since
Mar 2020
25 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $60,244,889 across 12 REIT - Specialty names. IRM ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
108,768 | $17,791,181 | |
| 2 | EQIX |
Equinix Inc
|
15,311 | $15,960,033 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
40,630 | $7,296,335 | |
| 4 | CCI |
Crown Castle Inc.
|
71,649 | $5,425,978 | |
| 5 | IRM |
Iron Mountain Inc
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|
35,776 | $4,518,866 | |
| 6 | SBAC |
Sba Communications Corp
|
18,195 | $3,210,689 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
16,637 | $2,595,039 | |
| 8 | EPR |
Epr Properties
|
20,688 | $1,200,110 |
All Filings in IRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,518,866 | 35,776 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,657,481 | 45,599 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,691,561 | 32,448 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,782,381 | 37,104 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,746,471 | 36,526 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,440,868 | 28,369 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,572,357 | 24,473 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,550,685 | 21,465 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,638,970 | 18,288 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,230,742 | 15,344 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $800,431 | 11,438 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $462,283 | 7,776 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $386,205 | 6,797 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $339,470 | 6,416 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $323,426 | 6,488 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $278,945 | 6,344 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $215,550 | 4,427 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $255,550 | 4,612 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $136,650 | 3,145 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $132,038 | 3,120 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $48,187 | 1,302 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,041 | 171 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,501 | 392 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,270 | 87 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $23 | 1 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||