Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,146,073
+$3,259,986 QoQ
Shares Held
143,663
-1.4% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#142
of 1,151 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Chevy Chase Trust Holdings, LLC holds $167,265,484 across 7 REIT - Specialty names. IRM ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
47,625 | $49,643,823 | |
| 2 | AMT |
American Tower Corp /Ma/
|
228,763 | $37,418,763 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
159,507 | $28,644,266 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
143,663 | $18,146,073 | |
| 5 | CCI |
Crown Castle Inc.
|
210,783 | $15,962,596 | |
| 6 | SBAC |
Sba Communications Corp
|
51,210 | $9,036,515 | |
| 7 | WY |
Weyerhaeuser Co
|
351,439 | $8,413,448 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,146,073 | 143,663 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $14,886,087 | 145,742 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,431,052 | 149,862 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $15,365,517 | 150,731 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,984,508 | 155,840 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $13,254,720 | 154,053 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $16,186,413 | 153,995 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $18,689,462 | 157,279 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $14,344,307 | 160,057 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $12,970,036 | 161,701 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $11,414,297 | 163,108 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $9,752,771 | 164,050 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $9,532,406 | 167,765 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $8,938,615 | 168,940 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $8,335,268 | 167,207 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $7,804,498 | 177,496 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $8,543,731 | 175,472 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $9,647,822 | 174,117 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $9,087,051 | 173,649 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $7,722,238 | 177,727 | Shares | Defined | 2021-10-20 | |
| 2021-06-30 | $7,786,160 | 183,983 | Shares | Defined | 2021-07-20 | |
| 2021-03-31 | $7,164,099 | 193,572 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $6,115,330 | 207,440 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,566,640 | 207,788 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $5,891,500 | 225,728 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,669,612 | 238,219 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||