Baird Financial Group, Inc.

Position in IRM — Iron Mountain Inc

CIK 1648711 MILWAUKEE, WI

Position in IRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,019,681

+$1,657,589 QoQ

Shares Held

47,658

+11.6% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#262

of 1,152 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Baird Financial Group, Inc. holds $68,639,302 across 7 REIT - Specialty names. IRM ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	139,450	$22,809,834
2	DLR	Digital Realty Trust, Inc.	92,339	$16,582,237
3	EQIX	Equinix Inc	13,232	$13,792,904
4	IRM	Iron Mountain Inc This page	47,658	$6,019,681
5	WY	Weyerhaeuser Co	247,406	$5,922,898
6	RYN	Rayonier Inc	139,378	$2,965,963
7	CCI	Crown Castle Inc.	7,207	$545,785

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,019,681	47,658	+11.6%	Shares	Defined	2026-08-12
2026-03-31	$4,362,092	42,707	-6.9%	Shares	Defined	2026-05-14
2025-12-31	$3,806,658	45,891	-1.6%	Shares	Defined	2026-02-13
2025-09-30	$4,754,276	46,638	-4.2%	Shares	Defined	2025-11-13
2025-06-30	$4,992,080	48,670	-21.9%	Shares	Defined	2025-08-13
2025-03-31	$5,361,151	62,310	-4.9%	Shares	Defined	2025-05-15
2024-12-31	$6,885,334	65,506	+1.3%	Shares	Defined	2025-02-14
2024-09-30	$7,685,923	64,680	+3.6%	Shares	Defined	2024-11-14
2024-06-30	$5,596,857	62,451	+0.2%	Shares	Defined	2024-08-14
2024-03-31	$4,998,204	62,314	+17.9%	Shares	Defined	2024-05-14
2023-12-31	$3,698,932	52,857	-44.3%	Shares	Defined	2024-02-14
2023-09-30	$5,642,634	94,914	+18.0%	Shares	Defined	2023-11-13
2023-06-30	$4,570,825	80,444	+38.6%	Shares	Defined	2023-08-11
2023-03-31	$3,071,740	58,056	-2.2%	Shares	Defined	2023-05-15
2022-12-31	$2,959,443	59,367	+25.4%	Shares	Defined	2023-02-13
2022-09-30	$2,081,538	47,340	+3.0%	Shares	Defined	2022-11-15
2022-06-30	$2,238,376	45,972	+0.4%	Shares	Defined	2022-08-08
2022-03-31	$2,537,111	45,788	+3.9%	Shares	Defined	2022-05-13
2021-12-31	$2,305,919	44,065	-11.4%	Shares	Defined	2022-02-09
2021-09-30	$2,162,113	49,761	-5.2%	Shares	Defined	2021-11-12
2021-06-30	$2,220,657	52,473	-2.8%	Shares	Defined	2021-08-11
2021-03-31	$1,998,391	53,996	+53.5%	Shares	Defined	2021-05-13
2020-12-31	$1,036,959	35,175	+236.6%	Shares	Defined	2021-02-11
2020-06-30	$272,771	10,451	-50.6%	Shares	Defined	2020-10-22
2020-03-31	$503,679	21,163	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.