Position in IRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$242,471,745
+$26,253,931 QoQ
Shares Held
1,919,656
-9.3% QoQ
Ownership
0.645%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#24
of 1,152 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Vontobel Holding Ltd. holds $343,508,615 across 7 REIT - Specialty names. IRM ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
1,919,656 | $242,471,745 | |
| 2 | WY |
Weyerhaeuser Co
|
3,347,703 | $80,144,008 | |
| 3 | AMT |
American Tower Corp /Ma/
|
72,376 | $11,838,538 | |
| 4 | EQIX |
Equinix Inc
|
4,743 | $4,944,054 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
17,005 | $3,053,756 | |
| 6 | CCI |
Crown Castle Inc.
|
9,906 | $750,180 | |
| 7 | SBAC |
Sba Communications Corp
|
1,736 | $306,334 |
All Filings in IRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,471,745 | 1,919,656 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $216,217,814 | 2,116,877 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $140,122,953 | 1,689,246 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $109,940,962 | 1,078,487 | Shares | Defined | 2025-10-15 | |
| 2025-03-31 | $1,005,549 | 11,687 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $490,653 | 4,668 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $534,735 | 4,500 | Shares | Defined | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||