Position in IRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$26,271,343
+$4,649,225 QoQ
Shares Held
207,991
-1.7% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#114
of 1,159 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Derivatives in IRM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$3,423,001
PutShares
27,100
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, 2026CAPTRUST FINANCIAL ADVISORS holds $145,864,315 across 13 REIT - Specialty names. IRM ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
255,660 | $41,818,306 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
173,022 | $31,071,290 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
207,991 | $26,271,343 | |
| 4 | FRMI |
Fermi Inc.
|
1,617,042 | $14,812,104 | |
| 5 | EQIX |
Equinix Inc
|
13,332 | $13,897,143 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
47,547 | $7,416,381 | |
| 7 | WY |
Weyerhaeuser Co
|
165,944 | $3,972,699 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
77,451 | $3,448,893 |
All Filings in IRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,271,343 | 207,991 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $3,423,001 | 27,100 | Put | Sole | 2026-08-13 | |
| 2026-03-31 | $21,622,118 | 211,691 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $2,829,278 | 27,700 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $21,164,028 | 255,142 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $78,317,036 | 768,266 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $78,894,895 | 769,181 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $69,143,722 | 803,623 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $83,700,879 | 796,317 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $113,072,924 | 951,552 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $81,036,644 | 904,225 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $68,735,558 | 856,945 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $57,738,328 | 825,069 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $45,638,397 | 767,677 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $16,132,334 | 283,920 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $15,130,619 | 285,969 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,699,328 | 274,811 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,595,460 | 263,713 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||