Position in IRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,577,485
+$485,302 QoQ
Shares Held
12,489
+16.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#432
of 1,152 holders
Holding Since
Jun 2024
9 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 Jun 30, 2026Chicago Partners Investment Group LLC holds $12,088,626 across 10 REIT - Specialty names. IRM ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
16,470 | $2,693,997 | |
| 2 | EQIX |
Equinix Inc
|
1,589 | $1,656,357 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
12,489 | $1,577,485 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
10,003 | $1,560,267 | |
| 5 | EPR |
Epr Properties
|
23,803 | $1,380,812 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
19,913 | $886,725 | |
| 7 | CCI |
Crown Castle Inc.
|
11,527 | $872,939 | |
| 8 | SBAC |
Sba Communications Corp
|
4,116 | $726,309 |
All Filings in IRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,577,485 | 12,489 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,092,183 | 10,693 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $523,912 | 6,316 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $544,563 | 5,342 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $538,697 | 5,252 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $319,638 | 3,715 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $356,953 | 3,396 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $413,290 | 3,478 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $294,580 | 3,287 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||