Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,415,277
+$2,696,561 QoQ
Shares Held
66,624
+19.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#224
of 1,151 holders
Holding Since
Jun 2020
25 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, 2026XPONANCE LLC holds $84,035,632 across 14 REIT - Specialty names. IRM ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
145,266 | $23,761,159 | |
| 2 | EQIX |
Equinix Inc
|
17,785 | $18,538,906 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
62,643 | $11,249,429 | |
| 4 | IRM |
Iron Mountain Inc
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|
66,624 | $8,415,277 | |
| 5 | WY |
Weyerhaeuser Co
|
262,194 | $6,276,924 | |
| 6 | CCI |
Crown Castle Inc.
|
76,420 | $5,787,286 | |
| 7 | SBAC |
Sba Communications Corp
|
20,016 | $3,532,023 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
53,603 | $2,386,941 |
All Filings in IRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,415,277 | 66,624 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,718,716 | 55,989 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,055,757 | 48,894 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,707,996 | 46,184 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,735,349 | 46,167 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,936,028 | 80,614 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $10,342,613 | 98,398 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $11,367,634 | 95,663 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,608,628 | 96,057 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,541,089 | 56,615 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,698,582 | 52,852 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,306,906 | 55,625 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,954,810 | 52,003 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,147,510 | 59,488 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,894,739 | 58,069 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,274,700 | 51,733 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,306,737 | 47,376 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,193,681 | 39,590 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,039,300 | 38,970 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,540,954 | 35,465 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,531,095 | 36,179 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,095,570 | 29,602 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $873,875 | 29,643 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $780,124 | 29,120 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $757,996 | 29,042 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||