Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,964,967
+$2,822,417 QoQ
Shares Held
94,727
+5.8% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#185
of 1,151 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 20%
Shared 30%
None 49%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $107,156,928 across 16 REIT - Specialty names. IRM ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
30,383 | $31,670,934 | |
| 2 | AMT |
American Tower Corp /Ma/
|
159,737 | $26,128,180 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
94,727 | $11,964,967 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
43,969 | $7,895,952 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
47,014 | $7,333,242 | |
| 6 | WY |
Weyerhaeuser Co
|
255,190 | $6,109,248 | |
| 7 | CCI |
Crown Castle Inc.
|
51,130 | $3,872,073 | |
| 8 | SBAC |
Sba Communications Corp
|
21,056 | $3,715,540 |
All Filings in IRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,964,967 | 94,727 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $9,142,550 | 89,510 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,982,594 | 48,012 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,892,782 | 38,187 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,619,900 | 35,292 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,931,382 | 34,070 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,451,391 | 32,836 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,489,086 | 29,362 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,785,230 | 19,920 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,796,142 | 22,393 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $736,399 | 10,523 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $650,191 | 11,443 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $615,554 | 11,634 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $493,116 | 9,892 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $476,151 | 10,829 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $580,433 | 11,921 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,057,998 | 19,094 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,474,921 | 28,185 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,146,732 | 26,392 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,116,443 | 26,381 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,125,326 | 30,406 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $1,423,058 | 48,272 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,192,181 | 44,501 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,113,243 | 42,653 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $962,019 | 40,421 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||