Position in IRM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$693,315
+$91,404 QoQ
Shares Held
5,489
-6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#587
of 1,152 holders
Holding Since
Jun 2020
19 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, 2026CX Institutional holds $2,816,377 across 11 REIT - Specialty names. IRM ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
4,943 | $808,526 | |
| 2 | IRM |
Iron Mountain Inc
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|
5,489 | $693,315 | |
| 3 | EQIX |
Equinix Inc
|
473 | $493,050 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
2,745 | $492,947 | |
| 5 | WY |
Weyerhaeuser Co
|
9,568 | $229,057 | |
| 6 | SBAC |
Sba Communications Corp
|
212 | $37,409 | |
| 7 | CCI |
Crown Castle Inc.
|
397 | $30,064 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
332 | $14,783 |
All Filings in IRM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,315 | 5,489 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $601,911 | 5,893 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $542,990 | 6,546 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,146,417 | 11,246 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $178,984 | 1,745 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $154,958 | 1,801 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $504,633 | 4,801 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $567,175 | 4,773 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $425,157 | 4,744 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $381,558 | 4,757 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $330,865 | 4,728 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $281,555 | 4,736 | Shares | Sole | 2023-10-18 | |
| 2022-06-30 | $33,206 | 682 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $22,159 | 510 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $18,705 | 442 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $13,027 | 352 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $8,195 | 278 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,143 | 80 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $652 | 25 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||