Position in IRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$32,794,873
+$6,713,629 QoQ
Shares Held
259,638
+1.7% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#99
of 1,152 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 1%
None 7%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $395,160,224 across 15 REIT - Specialty names. IRM ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
143,064 | $149,128,481 | |
| 2 | AMT |
American Tower Corp /Ma/
|
382,609 | $62,583,352 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
347,425 | $62,390,579 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
259,638 | $32,794,873 | |
| 5 | WY |
Weyerhaeuser Co
|
918,574 | $21,990,660 | |
| 6 | CCI |
Crown Castle Inc.
|
263,217 | $19,933,422 | |
| 7 | FRMI |
Fermi Inc.
|
1,613,946 | $14,783,745 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
53,863 | $8,401,549 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,794,873 | 259,638 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $26,081,244 | 255,348 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $18,849,057 | 227,234 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $22,236,883 | 218,137 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $22,076,753 | 215,236 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,652,996 | 205,172 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $28,362,250 | 269,834 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $33,267,761 | 279,961 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $34,639,651 | 386,517 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $37,036,482 | 461,744 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $33,423,354 | 477,613 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $28,745,202 | 483,519 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $29,339,970 | 516,367 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $32,138,114 | 607,411 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $29,765,832 | 597,108 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $24,219,421 | 550,817 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,728,738 | 446,267 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $25,987,176 | 468,998 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $24,820,639 | 474,310 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $16,720,863 | 384,830 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,221,972 | 288,799 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,407,163 | 254,179 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,714,698 | 295,614 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $7,536,990 | 281,336 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $7,554,226 | 289,434 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $46,245,659 | 1,943,095 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||