Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$70,927,989
+$40,783,106 QoQ
Shares Held
561,539
+90.3% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#62
of 1,152 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Derivatives in IRM
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$431,340
PutShares
5,200
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, 2026RAYMOND JAMES FINANCIAL INC holds $1,241,720,532 across 17 REIT - Specialty names. IRM ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
470,366 | $490,304,812 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,582,804 | $258,899,247 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
722,325 | $129,715,120 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
544,914 | $84,995,685 | |
| 5 | IRM |
Iron Mountain Inc
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|
561,539 | $70,927,989 | |
| 6 | CCI |
Crown Castle Inc.
|
791,279 | $59,923,556 | |
| 7 | WY |
Weyerhaeuser Co
|
2,001,794 | $47,922,948 | |
| 8 | RYN |
Rayonier Inc
|
1,698,896 | $36,152,506 |
All Filings in IRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,927,989 | 561,539 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $30,144,883 | 295,133 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $431,340 | 5,200 | Put | Defined | 2026-02-18 | |
| 2025-12-31 | $30,385,330 | 366,309 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $38,772,673 | 380,348 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $40,304,058 | 392,942 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $533,364 | 5,200 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $33,321,570 | 387,280 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $55,271,146 | 525,841 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||