Position in IRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,673,546
+$4,223,752 QoQ
Shares Held
139,922
+6.3% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#146
of 1,152 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Derivatives in IRM
reported options exposure · as of Jun 30, 2025CallValue
$53
CallShares
2,000
PutValue
$0
PutShares
0
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, 2026Creative Planning holds $155,363,585 across 16 REIT - Specialty names. IRM ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
250,046 | $44,903,260 | |
| 2 | AMT |
American Tower Corp /Ma/
|
176,000 | $28,788,319 | |
| 3 | EQIX |
Equinix Inc
|
26,176 | $27,285,599 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
139,922 | $17,673,546 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
196,432 | $8,747,116 | |
| 6 | EPR |
Epr Properties
|
123,391 | $7,157,911 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
33,620 | $5,244,046 | |
| 8 | CCI |
Crown Castle Inc.
|
67,653 | $5,123,361 |
All Filings in IRM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,673,546 | 139,922 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $13,449,794 | 131,680 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $10,459,082 | 126,089 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,136,262 | 119,053 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,753,187 | 114,587 | Shares | Sole | 2025-08-08 | |
| 2025-06-30 | $53 | 2,000 | Call | Sole | 2025-08-08 | |
| 2025-03-31 | $9,177,284 | 106,663 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,440,681 | 99,331 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,752,880 | 98,905 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $8,677,184 | 96,822 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $6,676,599 | 83,239 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,210,976 | 60,174 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,200,371 | 53,833 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,328,962 | 23,389 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,351,955 | 25,552 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $988,924 | 19,838 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $766,880 | 17,441 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $754,062 | 15,487 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $767,650 | 13,854 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $692,378 | 13,231 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $547,470 | 12,600 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $606,826 | 14,339 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $748,675 | 20,229 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $560,974 | 19,029 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $621,581 | 23,202 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $534,710 | 20,487 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $287,242 | 12,069 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||