STIFEL FINANCIAL CORP

Position in IRM — Iron Mountain Inc

CIK 720672 ST. LOUIS, MO

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Position in IRM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$26,081,244

+$7,232,187 QoQ

Shares Held

255,348

+12.4% QoQ

Ownership

0.086%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 91.72619327349342.ToString("F0")% Shared 0.7832448266679198.ToString("F0")% None 7.490561899838652.ToString("F0")%

Common Shares in IRM Over Time

Shares Held

Position Value (USD)

Position in REIT - Specialty

Real Estate · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $387,669,996 across 15 REIT - Specialty names. IRM ranks #5 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	147,916	$144,993,178
2	AMT	American Tower Corp /Ma/	374,033	$64,550,613
3	DLR	Digital Realty Trust, Inc.	340,082	$61,286,175
4	CCI	Crown Castle Inc.	364,862	$29,666,927
5	IRM	Iron Mountain Inc This page	255,348	$26,081,244
6	WY	Weyerhaeuser Co	962,972	$23,525,404
7	SBAC	Sba Communications Corp	58,419	$10,054,491
8	GLPI	Gaming & Leisure Properties, Inc.	156,855	$6,959,655

All Filings in IRM

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,081,244	255,348	+12.4%	Shares	Defined	2026-05-12
2025-12-31	$18,849,057	227,234	+4.2%	Shares	Defined	2026-02-13
2025-09-30	$22,236,883	218,137	+1.3%	Shares	Defined	2025-11-12
2025-06-30	$22,076,753	215,236	+4.9%	Shares	Defined	2025-08-14
2025-03-31	$17,652,996	205,172	-24.0%	Shares	Defined	2025-05-14
2024-12-31	$28,362,250	269,834	-3.6%	Shares	Defined	2025-02-13
2024-09-30	$33,267,761	279,961	-27.6%	Shares	Defined	2024-11-14
2024-06-30	$34,639,651	386,517	-16.3%	Shares	Defined	2024-08-13
2024-03-31	$37,036,482	461,744	-3.3%	Shares	Defined	2024-05-14
2023-12-31	$33,423,354	477,613	-1.2%	Shares	Defined	2024-02-12
2023-09-30	$28,745,202	483,519	-6.4%	Shares	Defined	2023-11-13
2023-06-30	$29,339,970	516,367	-15.0%	Shares	Defined	2023-08-14
2023-03-31	$32,138,114	607,411	+1.7%	Shares	Defined	2023-05-12
2022-12-31	$29,765,832	597,108	+8.4%	Shares	Defined	2023-02-13
2022-09-30	$24,219,421	550,817	+23.4%	Shares	Defined	2022-11-14
2022-06-30	$21,728,738	446,267	-4.8%	Shares	Defined	2022-08-15
2022-03-31	$25,987,176	468,998	-1.1%	Shares	Defined	2022-05-13
2021-12-31	$24,820,639	474,310	+23.3%	Shares	Defined	2022-02-14
2021-09-30	$16,720,863	384,830	+33.3%	Shares	Defined	2021-11-15
2021-06-30	$12,221,972	288,799	+13.6%	Shares	Defined	2021-08-13
2021-03-31	$9,407,163	254,179	-14.0%	Shares	Defined	2021-05-14
2020-12-31	$8,714,698	295,614	+5.1%	Shares	Defined	2021-02-12
2020-09-30	$7,536,990	281,336	-2.8%	Shares	Defined	2020-11-16
2020-06-30	$7,554,226	289,434	-85.1%	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.