Position in IRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,312,947
+$2,520,835 QoQ
Shares Held
105,399
-0.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#179
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)
Derivatives in IRM
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$261,800
PutShares
23,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026HighTower Advisors, LLC holds $290,693,472 across 13 REIT - Specialty names. IRM ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
774,828 | $120,857,671 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,656,760 | $73,775,522 | |
| 3 | AMT |
American Tower Corp /Ma/
|
192,910 | $31,554,288 | |
| 4 | EQIX |
Equinix Inc
|
20,947 | $21,834,943 | |
| 5 | IRM |
Iron Mountain Inc
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|
105,399 | $13,312,947 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
50,950 | $9,149,601 | |
| 7 | WY |
Weyerhaeuser Co
|
302,429 | $7,240,150 | |
| 8 | SBAC |
Sba Communications Corp
|
33,082 | $5,837,649 |
All Filings in IRM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,312,947 | 105,399 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $10,792,112 | 105,660 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,739,694 | 105,361 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,881,483 | 106,744 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $11,291,726 | 110,088 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,389,028 | 109,124 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $261,800 | 23,800 | Put | Sole | 2025-02-07 | |
| 2024-12-31 | $8,991,529 | 85,544 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $15,587,406 | 131,174 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,081,064 | 123,645 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,699,131 | 133,389 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,651,220 | 66,465 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $50 | 1,000 | Put | Sole | 2024-02-12 | |
| 2023-09-30 | $9,454,333 | 159,030 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,756,142 | 66,106 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,515,128 | 66,436 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,215,673 | 64,507 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,055,871 | 69,499 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,212,225 | 65,973 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,714,076 | 67,029 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,402,077 | 65,012 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,612,735 | 60,132 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,655,326 | 62,744 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,189,299 | 86,174 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,750,534 | 127,223 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,683,393 | 100,164 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,353,985 | 90,191 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,811,037 | 76,094 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||