Position in IRM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,472,456
+$3,679,824 QoQ
Shares Held
53,578
+147.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026CWM, LLC holds $37,341,722 across 16 REIT - Specialty names. IRM ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
11,693 | $11,461,946 | |
| 2 | AMT |
American Tower Corp /Ma/
|
33,623 | $5,802,657 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
53,578 | $5,472,456 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
110,968 | $4,923,650 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
26,662 | $3,377,008 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
10,473 | $1,887,339 | |
| 7 | WY |
Weyerhaeuser Co
|
42,904 | $1,048,144 | |
| 8 | EPR |
Epr Properties
|
15,358 | $767,285 |
All Filings in IRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,472,456 | 53,578 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,792,632 | 21,611 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,196,673 | 11,739 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $863,126 | 8,415 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $567,433 | 6,595 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $718,952 | 6,840 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $913,802 | 7,690 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $685,144 | 7,645 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $485,430 | 6,052 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $472,924 | 6,758 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $348,495 | 5,862 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $272,224 | 4,791 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $329,999 | 6,237 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $206,927 | 4,151 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $149,322 | 3,396 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $174,164 | 3,577 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $180,581 | 3,259 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $137,889 | 2,635 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $81,846 | 1,934 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $71,577 | 1,934 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $57,014 | 1,934 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $51,811 | 1,934 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $50,477 | 1,934 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $46,029 | 1,934 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||