Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$584,270,144
+$119,299,655 QoQ
Shares Held
4,625,684
+1.6% QoQ
Ownership
1.55%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#8
of 1,152 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 6%
None 1%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $5,025,810,626 across 14 REIT - Specialty names. IRM ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,219,466 | $1,271,159,161 | |
| 2 | AMT |
American Tower Corp /Ma/
|
5,875,655 | $961,080,885 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
4,905,453 | $880,921,247 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
4,625,684 | $584,270,144 | |
| 5 | CCI |
Crown Castle Inc.
|
6,373,473 | $482,663,108 | |
| 6 | SBAC |
Sba Communications Corp
|
1,611,278 | $284,326,113 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
1,310,044 | $204,340,660 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
4,120,019 | $183,464,444 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,270,144 | 4,625,684 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $464,970,489 | 4,552,286 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $367,415,326 | 4,429,359 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $443,239,093 | 4,348,039 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $440,309,005 | 4,292,766 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $366,222,117 | 4,256,417 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $443,486,731 | 4,219,263 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $499,581,043 | 4,204,166 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $384,117,412 | 4,286,068 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $343,827,622 | 4,286,593 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $300,102,160 | 4,288,399 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $255,867,804 | 4,303,916 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $242,704,582 | 4,271,464 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $223,237,340 | 4,219,190 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $204,541,178 | 4,103,133 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $178,035,714 | 4,049,027 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $197,612,403 | 4,058,583 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $225,265,642 | 4,065,433 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $217,168,244 | 4,149,976 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $183,448,246 | 4,222,054 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $180,544,610 | 4,266,177 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $157,362,300 | 4,251,886 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $125,808,081 | 4,267,574 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $116,800,917 | 4,359,870 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $114,880,872 | 4,401,566 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $104,374,543 | 4,385,485 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||