Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$49,260
+$9,426 QoQ
Shares Held
390
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#994
of 1,151 holders
Holding Since
Jun 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $6,015,380 across 7 REIT - Specialty names. IRM ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
31,353 | $5,128,410 | |
| 2 | EQIX |
Equinix Inc
|
529 | $551,424 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
720 | $129,297 | |
| 4 | CCI |
Crown Castle Inc.
|
886 | $67,096 | |
| 5 | SBAC |
Sba Communications Corp
|
310 | $54,702 | |
| 6 | IRM |
Iron Mountain Inc
This page
|
390 | $49,260 | |
| 7 | WY |
Weyerhaeuser Co
|
1,470 | $35,191 |
All Filings in IRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,260 | 390 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $39,834 | 390 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $32,350 | 390 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $39,756 | 390 | Shares | Sole | 2025-11-13 | |
| 2023-06-30 | $111,537 | 1,963 | Shares | Sole | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||