Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$93,891,652
+$25,072,683 QoQ
Shares Held
743,343
+10.3% QoQ
Ownership
0.250%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#45
of 1,152 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Derivatives in IRM
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$60,228,000
PutShares
700,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026BARCLAYS PLC holds $1,265,198,099 across 18 REIT - Specialty names. IRM ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
379,775 | $395,873,661 | |
| 2 | CCI |
Crown Castle Inc.
|
3,824,655 | $289,641,121 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
1,034,373 | $185,752,702 | |
| 4 | AMT |
American Tower Corp /Ma/
|
1,091,471 | $178,531,909 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
743,343 | $93,891,652 | |
| 6 | SBAC |
Sba Communications Corp
|
244,401 | $43,126,999 | |
| 7 | WY |
Weyerhaeuser Co
|
1,052,075 | $25,186,674 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
136,795 | $21,337,282 |
All Filings in IRM
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,891,652 | 743,343 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $68,818,969 | 673,771 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $60,458,687 | 728,857 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $75,424,386 | 739,890 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $55,766,897 | 543,696 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $55,413,717 | 644,046 | Shares | Sole | 2026-03-17 | |
| 2025-03-31 | $60,228,000 | 700,000 | Put | Sole | 2026-03-17 | |
| 2024-12-31 | $42,613,799 | 405,421 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $70,264,414 | 591,302 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $57,084,443 | 636,961 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $47,075,568 | 586,904 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $54,046,952 | 772,320 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $33,558,810 | 564,488 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $34,068,873 | 599,593 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $16,824,108 | 317,976 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $46,537,666 | 933,554 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $25,844,904 | 587,785 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $21,826,314 | 448,271 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,997,666 | 451,140 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $39,371,835 | 752,376 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $130,825 | 2,500 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $43,149,324 | 993,080 | Shares | Sole | 2021-11-09 | |
| 2021-09-30 | $108,625 | 2,500 | Put | Sole | 2021-11-09 | |
| 2021-06-30 | $105,800 | 2,500 | Put | Sole | 2021-08-13 | |
| 2021-06-30 | $35,466,359 | 838,052 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $18,593,600 | 502,394 | Shares | Sole | 2021-05-13 | |
| 2021-03-31 | $92,525 | 2,500 | Put | Sole | 2021-05-13 | |
| 2020-12-31 | $312,488 | 10,600 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $14,309,384 | 485,393 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $297,748 | 10,100 | Put | Sole | 2021-02-11 | |
| 2020-09-30 | $270,579 | 10,100 | Put | Sole | 2020-11-12 | |
| 2020-09-30 | $283,974 | 10,600 | Call | Sole | 2020-11-12 | |
| 2020-09-30 | $23,425,148 | 874,399 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $388,890 | 14,900 | Call | Sole | 2020-08-12 | |
| 2020-06-30 | $20,273,356 | 776,757 | Shares | Sole | 2020-08-12 | |
| 2020-06-30 | $266,220 | 10,200 | Put | Sole | 2020-08-12 | |
| 2020-03-31 | $1,934,940 | 81,300 | Put | Sole | 2020-05-13 | |
| 2020-03-31 | $22,132,856 | 929,952 | Shares | Sole | 2020-05-13 | |
| 2020-03-31 | $1,268,540 | 53,300 | Call | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||