Position in IRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,785,491
+$2,594,684 QoQ
Shares Held
69,555
+14.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#216
of 1,152 holders
Holding Since
Mar 2020
26 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, 2026Swiss Life Asset Management Ltd holds $105,295,209 across 12 REIT - Specialty names. IRM ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
29,648 | $30,904,778 | |
| 2 | AMT |
American Tower Corp /Ma/
|
148,398 | $24,273,460 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
81,708 | $14,673,122 | |
| 4 | CCI |
Crown Castle Inc.
|
119,868 | $9,077,603 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
69,555 | $8,785,491 | |
| 6 | WY |
Weyerhaeuser Co
|
231,651 | $5,545,724 | |
| 7 | SBAC |
Sba Communications Corp
|
28,186 | $4,973,701 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
99,992 | $4,452,643 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,785,491 | 69,555 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $6,190,807 | 60,611 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,088,816 | 61,348 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,648,290 | 55,408 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $4,778,427 | 46,587 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $3,899,762 | 45,325 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $3,996,386 | 38,021 | Shares | Defined | 2025-12-09 | |
| 2024-09-30 | $2,575,520 | 21,674 | Shares | Defined | 2025-12-09 | |
| 2024-06-30 | $1,188,897 | 13,266 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $487,516 | 6,078 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $5,053,535 | 72,214 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $3,295,194 | 55,428 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $3,176,976 | 55,913 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $2,983,012 | 56,379 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $4,219,652 | 84,647 | Shares | Defined | 2025-12-09 | |
| 2022-09-30 | $4,869,809 | 110,753 | Shares | Defined | 2025-12-09 | |
| 2022-06-30 | $4,765,581 | 97,876 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $6,925,972 | 124,995 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $9,075,591 | 173,430 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $7,583,719 | 174,539 | Shares | Defined | 2025-12-29 | |
| 2021-06-30 | $6,793,206 | 160,520 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $9,957,688 | 269,054 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $9,867,840 | 334,730 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $6,508,147 | 242,932 | Shares | Defined | 2025-12-29 | |
| 2020-06-30 | $6,458,784 | 247,463 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $5,695,578 | 239,310 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||