Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$88,131,159
-$11,434,095 QoQ
Shares Held
697,737
-28.4% QoQ
Ownership
0.234%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#47
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)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026SEI INVESTMENTS CO holds $1,157,875,979 across 16 REIT - Specialty names. IRM ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
1,590,072 | $285,545,128 | |
| 2 | EQIX |
Equinix Inc
|
206,536 | $215,291,060 | |
| 3 | AMT |
American Tower Corp /Ma/
|
919,264 | $150,364,012 | |
| 4 | CCI |
Crown Castle Inc.
|
1,836,644 | $139,089,048 | |
| 5 | SBAC |
Sba Communications Corp
|
591,794 | $104,427,968 | |
| 6 | IRM |
Iron Mountain Inc
This page
|
697,737 | $88,131,159 | |
| 7 | WY |
Weyerhaeuser Co
|
2,601,926 | $62,290,108 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
795,016 | $35,402,061 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,131,159 | 697,737 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $99,565,254 | 974,792 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $84,995,878 | 1,024,664 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $88,980,367 | 872,870 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $90,782,655 | 885,080 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $71,399,003 | 829,835 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $89,171,855 | 848,367 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $108,922,309 | 916,623 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $100,866,501 | 1,125,491 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $75,696,422 | 943,728 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $61,238,937 | 875,092 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,752,686 | 231,332 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $17,465,444 | 307,382 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $9,958,507 | 188,216 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,865,498 | 117,663 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $5,742,921 | 130,610 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,935,169 | 101,359 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,577,633 | 154,803 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,068,108 | 173,287 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,214,612 | 189,059 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,789,459 | 89,543 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,430,160 | 92,682 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,726,614 | 58,569 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,652,647 | 61,689 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $3,015,854 | 115,550 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,605,023 | 67,438 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||