Position in IRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,498,036
+$208,621 QoQ
Shares Held
11,860
-6.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#446
of 1,151 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CHOREO, LLC holds $13,934,153 across 11 REIT - Specialty names. IRM ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
15,608 | $2,434,535 | |
| 2 | EQIX |
Equinix Inc
|
2,035 | $2,121,263 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
10,194 | $1,830,638 | |
| 4 | AMT |
American Tower Corp /Ma/
|
10,346 | $1,692,295 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
11,860 | $1,498,036 | |
| 6 | FRMI |
Fermi Inc.
|
129,192 | $1,183,398 | |
| 7 | SBAC |
Sba Communications Corp
|
4,979 | $878,594 | |
| 8 | CCI |
Crown Castle Inc.
|
11,208 | $848,781 |
All Filings in IRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,498,036 | 11,860 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,289,415 | 12,624 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $978,810 | 11,800 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,410,645 | 13,838 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,445,519 | 14,093 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,154,484 | 13,418 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,583,587 | 15,066 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,877,989 | 15,804 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,356,309 | 15,134 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||