Position in IRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$937,346
+$288,451 QoQ
Shares Held
7,421
+16.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#539
of 1,152 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Horizon Investments, LLC holds $26,200,469 across 11 REIT - Specialty names. IRM ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
8,841 | $9,215,769 | |
| 2 | AMT |
American Tower Corp /Ma/
|
51,205 | $8,375,601 | |
| 3 | OUT |
OUTFRONT Media Inc.
|
71,736 | $2,350,071 | |
| 4 | SBAC |
Sba Communications Corp
|
11,015 | $1,943,706 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
7,285 | $1,308,240 | |
| 6 | IRM |
Iron Mountain Inc
This page
|
7,421 | $937,346 | |
| 7 | UNIT |
Uniti Group Inc.
|
70,282 | $806,134 | |
| 8 | CCI |
Crown Castle Inc.
|
7,289 | $551,995 |
All Filings in IRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937,346 | 7,421 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $648,895 | 6,353 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $388,206 | 4,680 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $462,399 | 4,536 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $507,721 | 4,950 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $362,658 | 4,215 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $421,806 | 4,013 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $472,943 | 3,980 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $406,695 | 4,538 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $363,351 | 4,530 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $305,042 | 4,359 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $260,807 | 4,387 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $250,803 | 4,414 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $213,121 | 4,028 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $1,318,704 | 29,991 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $2,878,715 | 51,953 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,982,103 | 37,877 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,558,290 | 35,864 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,869,528 | 44,176 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $399,152 | 10,785 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||