Position in IRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,987,356
+$872,241 QoQ
Shares Held
23,651
+14.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#334
of 1,152 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Derivatives in IRM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$568,395
PutShares
4,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $50,533,089 across 10 REIT - Specialty names. IRM ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
20,426 | $21,291,856 | |
| 2 | AMT |
American Tower Corp /Ma/
|
125,795 | $20,576,286 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
23,651 | $2,987,356 | |
| 4 | SBAC |
Sba Communications Corp
|
11,762 | $2,075,521 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
9,822 | $1,763,832 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
3,372 | $525,964 | |
| 7 | EPR |
Epr Properties
|
7,895 | $457,988 | |
| 8 | CCI |
Crown Castle Inc.
|
5,608 | $424,693 |
All Filings in IRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,987,356 | 23,651 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $568,395 | 4,500 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $2,115,115 | 20,708 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,759,784 | 21,215 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $373,275 | 4,500 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $2,089,871 | 20,501 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $458,730 | 4,500 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $461,565 | 4,500 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $1,895,083 | 18,476 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,861,603 | 33,259 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,763,131 | 26,288 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,929,745 | 91,978 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,770,481 | 97,863 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $528,824 | 6,593 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $340,242 | 4,862 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $238,037 | 4,004 | Shares | Sole | 2023-11-14 | |
| 2020-09-30 | $555,892 | 20,750 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||