Position in IRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,190,345
+$774,328 QoQ
Shares Held
9,424
+130.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#490
of 1,152 holders
Holding Since
Dec 2023
8 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, 2026Caprock Group, LLC holds $8,364,769 across 7 REIT - Specialty names. IRM ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
13,621 | $2,124,603 | |
| 2 | EQIX |
Equinix Inc
|
1,341 | $1,397,844 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
9,424 | $1,190,345 | |
| 4 | SBAC |
Sba Communications Corp
|
6,527 | $1,151,754 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
5,842 | $1,049,106 | |
| 6 | EPR |
Epr Properties
|
16,883 | $979,382 | |
| 7 | AMT |
American Tower Corp /Ma/
|
2,884 | $471,735 |
All Filings in IRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,190,345 | 9,424 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $416,017 | 4,081 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $455,839 | 5,298 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $794,631 | 7,560 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $599,972 | 5,049 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $358,300 | 3,998 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $265,013 | 3,304 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $241,361 | 3,449 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||