Position in IRM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,739,028
+$1,038,549 QoQ
Shares Held
29,602
+12.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#311
of 1,151 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Gradient Investments LLC holds $27,251,176 across 2 REIT - Specialty names. IRM ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
22,556 | $23,512,148 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
29,602 | $3,739,028 |
All Filings in IRM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,739,028 | 29,602 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,700,479 | 26,439 | Shares | Sole | 2026-04-13 | |
| 2024-06-30 | $11,740 | 131 | Shares | Sole | 2024-07-18 | |
| 2023-03-31 | $529 | 10 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $498 | 10 | Shares | Sole | 2023-01-10 | |
| 2020-03-31 | $571 | 24 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||