Position in IRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,211,925
+$1,521,044 QoQ
Shares Held
49,180
+7.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#260
of 1,152 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Ethic Inc. holds $46,206,493 across 8 REIT - Specialty names. IRM ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
11,397 | $11,880,118 | |
| 2 | AMT |
American Tower Corp /Ma/
|
61,239 | $10,016,863 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
51,782 | $9,299,011 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
49,180 | $6,211,925 | |
| 5 | CCI |
Crown Castle Inc.
|
53,054 | $4,017,779 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
12,742 | $1,987,497 | |
| 7 | WY |
Weyerhaeuser Co
|
63,240 | $1,513,965 | |
| 8 | SBAC |
Sba Communications Corp
|
7,250 | $1,279,335 |
All Filings in IRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,211,925 | 49,180 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,690,881 | 45,926 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,004,577 | 48,277 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,965,701 | 48,712 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,504,316 | 53,664 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,014,239 | 58,278 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,367,774 | 60,582 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,672,468 | 47,736 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,190,073 | 57,912 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,828,904 | 47,736 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,179,541 | 45,435 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,452,312 | 41,250 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,924,663 | 33,873 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,803,596 | 34,088 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,753,723 | 35,180 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,168,722 | 26,580 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,108,963 | 22,776 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $781,447 | 14,103 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $617,964 | 11,809 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $404,432 | 9,308 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $407,287 | 9,624 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $205,849 | 5,562 | Shares | Sole | 2021-05-13 | |
| 2020-06-30 | $267,759 | 10,259 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||