Position in IRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,307,560
+$206,287 QoQ
Shares Held
10,352
-4.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#472
of 1,151 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Vident Advisory, LLC holds $18,056,207 across 9 REIT - Specialty names. IRM ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
6,404 | $6,675,464 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
23,537 | $4,226,773 | |
| 3 | AMT |
American Tower Corp /Ma/
|
18,894 | $3,090,489 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
10,352 | $1,307,560 | |
| 5 | CCI |
Crown Castle Inc.
|
12,373 | $937,005 | |
| 6 | WY |
Weyerhaeuser Co
|
29,804 | $713,506 | |
| 7 | SBAC |
Sba Communications Corp
|
3,592 | $633,841 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
8,086 | $264,897 |
All Filings in IRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,560 | 10,352 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,101,273 | 10,782 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $706,899 | 8,522 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $974,240 | 9,557 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,006,928 | 9,817 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $791,653 | 9,201 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $453,444 | 4,314 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $453,930 | 3,820 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $282,571 | 3,153 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $210,952 | 2,630 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||