Position in IRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,851,565
+$1,153,180 QoQ
Shares Held
38,410
+6.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#282
of 1,152 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Pathstone Holdings, LLC holds $52,808,214 across 12 REIT - Specialty names. IRM ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
90,324 | $14,774,295 | |
| 2 | EQIX |
Equinix Inc
|
13,005 | $13,556,281 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
51,917 | $9,323,254 | |
| 4 | IRM |
Iron Mountain Inc
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|
38,410 | $4,851,565 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
52,032 | $2,316,984 | |
| 6 | CCI |
Crown Castle Inc.
|
28,629 | $2,168,073 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
11,326 | $1,766,628 | |
| 8 | WY |
Weyerhaeuser Co
|
65,086 | $1,558,157 |
All Filings in IRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,851,565 | 38,410 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,698,385 | 36,209 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $2,884,170 | 34,770 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,594,606 | 35,262 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,742,573 | 36,488 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,112,238 | 36,172 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,619,251 | 34,433 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,123,994 | 34,705 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $3,195,400 | 35,655 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,064,502 | 38,206 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,574,772 | 36,793 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||