Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$83,637,048
+$16,382,559 QoQ
Shares Held
662,157
+0.6% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#50
of 1,151 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Derivatives in IRM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$8,462,770
PutShares
67,000
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, 2026WELLS FARGO & COMPANY/MN holds $1,135,515,384 across 19 REIT - Specialty names. IRM ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
3,420,232 | $559,447,346 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
751,003 | $117,141,447 | |
| 3 | EQIX |
Equinix Inc
|
111,802 | $116,541,283 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
589,022 | $105,776,569 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
662,157 | $83,637,048 | |
| 6 | CCI |
Crown Castle Inc.
|
771,305 | $58,410,924 | |
| 7 | WY |
Weyerhaeuser Co
|
1,285,883 | $30,784,036 | |
| 8 | SBAC |
Sba Communications Corp
|
121,175 | $21,382,538 |
All Filings in IRM
Export CSV
41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,462,770 | 67,000 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $83,637,048 | 662,157 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $67,254,489 | 658,454 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $52,861,710 | 637,272 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $65,021,407 | 637,840 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $64,155,173 | 625,477 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $52,317,910 | 608,065 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $69,454,373 | 660,778 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $83,185,394 | 700,037 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $61,443,380 | 685,599 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $2,921,612 | 32,600 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $57,534,629 | 717,300 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $45,831,439 | 654,922 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $69,980 | 1,000 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $59,450 | 1,000 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $38,076,534 | 640,480 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $56,820 | 1,000 | Put | Defined | 2023-08-15 | |
| 2023-06-30 | $38,602,710 | 679,386 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $52,910 | 1,000 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $37,363,822 | 706,177 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $49,850 | 1,000 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $35,012,794 | 702,363 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $43,970 | 1,000 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $30,766,862 | 699,724 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $48,690 | 1,000 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $36,991,641 | 759,738 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $49,845,781 | 899,581 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $55,410 | 1,000 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $49,030,853 | 936,955 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $46,106,791 | 1,061,146 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $51,955,543 | 1,227,683 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $37,010 | 1,000 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $34,427,404 | 930,219 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $28,160,208 | 955,231 | Shares | Defined | 2021-02-09 | |
| 2020-12-31 | $2,000 | 9,600 | Put | Defined | 2021-02-09 | |
| 2020-09-30 | $22,964,333 | 857,198 | Shares | Defined | 2020-11-05 | |
| 2020-09-30 | $2,000 | 1,700 | Put | Defined | 2020-11-05 | |
| 2020-06-30 | $2,000 | 1,400 | Put | Defined | 2020-08-13 | |
| 2020-06-30 | $21,822,469 | 836,110 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $18,593,415 | 781,236 | Shares | Defined | 2020-05-14 | |
| 2020-03-31 | $10,000 | 2,200 | Put | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||