Position in IRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,286,774
+$1,049,420 QoQ
Shares Held
110,503
-10.5% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $50,532,261 across 18 REIT - Specialty names. IRM ranks #1 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
110,503 | $11,286,774 | |
| 2 | AMT |
American Tower Corp /Ma/
|
55,926 | $9,651,707 | |
| 3 | EQIX |
Equinix Inc
|
7,012 | $6,873,441 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
37,008 | $6,669,209 | |
| 5 | EPR |
Epr Properties
|
69,467 | $3,470,570 | |
| 6 | CCI |
Crown Castle Inc.
|
35,815 | $2,912,115 | |
| 7 | SBAC |
Sba Communications Corp
|
16,859 | $2,901,600 | |
| 8 | WY |
Weyerhaeuser Co
|
102,945 | $2,514,945 |
All Filings in IRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,286,774 | 110,503 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,237,354 | 123,416 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $15,761,654 | 154,617 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,220,906 | 119,147 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $10,423,916 | 121,152 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $12,005,872 | 114,222 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $13,721,891 | 115,475 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,614,678 | 118,441 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,550,900 | 131,541 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,606,920 | 137,281 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $10,718,830 | 180,300 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,062,185 | 141,890 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $7,877,023 | 148,876 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,485,418 | 150,159 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $7,481,842 | 170,158 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,550,732 | 196,154 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $10,534,822 | 190,125 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $9,101,649 | 173,928 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $8,583,978 | 197,560 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $7,459,446 | 176,263 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $7,329,235 | 198,034 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $7,000,729 | 237,474 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $7,603,052 | 283,802 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,603,755 | 329,646 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $28,041,370 | 1,178,209 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||