Position in IRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,686,159
+$4,156,585 QoQ
Shares Held
212,318
+0.5% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 88.95107499742706.ToString("F0")%
Shared 2.7380946546628966.ToString("F0")%
None 8.310830347910041.ToString("F0")%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $173,089,600 across 13 REIT - Specialty names. IRM ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
546,827 | $94,371,403 | |
| 2 | IRM |
Iron Mountain Inc
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|
212,318 | $21,686,159 | |
| 3 | GLPI |
Gaming & Leisure Properties, Inc.
|
306,767 | $13,611,251 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
59,135 | $10,656,717 | |
| 5 | EQIX |
Equinix Inc
|
10,416 | $10,210,179 | |
| 6 | CCI |
Crown Castle Inc.
|
94,314 | $7,668,670 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
38,445 | $4,869,443 | |
| 8 | SBAC |
Sba Communications Corp
|
19,026 | $3,274,564 |
All Filings in IRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,686,159 | 212,318 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $17,529,574 | 211,327 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $20,645,295 | 202,524 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $22,593,606 | 220,275 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $19,253,342 | 223,772 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $22,718,685 | 216,142 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $26,407,471 | 222,229 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $21,300,612 | 237,677 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $19,789,169 | 246,717 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $21,626,549 | 309,039 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $18,868,716 | 317,388 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $22,356,680 | 393,465 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $2,152,219 | 40,677 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,359,109 | 27,264 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||