BAILARD, INC.

Position in IRM — Iron Mountain Inc

CIK 750641 Foster City, CA

Position in IRM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,003,154

+$191,959 QoQ

Shares Held

7,942

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#523

of 1,151 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

BAILARD, INC. holds $5,691,537 across 5 REIT - Specialty names. IRM ranks #4 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	1,749	$1,823,140
2	AMT	American Tower Corp /Ma/	8,923	$1,459,535
3	OUT	OUTFRONT Media Inc.	33,094	$1,084,159
4	IRM	Iron Mountain Inc This page	7,942	$1,003,154
5	CCI	Crown Castle Inc.	4,246	$321,549

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,003,154	7,942	0.0%	Shares	Sole	2026-07-30
2026-03-31	$811,195	7,942	0.0%	Shares	Sole	2026-05-11
2025-12-31	$658,788	7,942	-0.1%	Shares	Sole	2026-02-04
2025-09-30	$810,321	7,949	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$814,610	7,942	0.0%	Shares	Sole	2025-08-08
2025-03-31	$683,329	7,942	-1.4%	Shares	Sole	2025-05-02
2024-12-31	$846,871	8,057	0.0%	Shares	Sole	2025-02-05
2024-09-30	$957,413	8,057	0.0%	Shares	Sole	2024-10-30
2024-06-30	$722,068	8,057	-12.0%	Shares	Sole	2024-07-25
2024-03-31	$734,242	9,154	-5.1%	Shares	Sole	2024-05-08
2023-12-31	$675,376	9,651	+5.7%	Shares	Sole	2024-02-02
2023-09-30	$542,837	9,131	+0.3%	Shares	Sole	2023-10-24
2023-06-30	$517,062	9,100	-6.3%	Shares	Sole	2023-07-20
2023-03-31	$513,809	9,711	-12.6%	Shares	Sole	2023-05-08
2022-12-31	$554,132	11,116	0.0%	Shares	Sole	2023-02-02
2022-09-30	$488,770	11,116	+8.4%	Shares	Sole	2022-10-18
2022-06-30	$499,462	10,258	+6.8%	Shares	Sole	2022-07-27
2022-03-31	$532,323	9,607	-10.8%	Shares	Sole	2022-04-25
2021-12-31	$563,855	10,775	-0.8%	Shares	Sole	2022-02-10
2021-09-30	$471,910	10,861	-4.7%	Shares	Sole	2021-11-15
2021-06-30	$482,278	11,396	+7.3%	Shares	Sole	2021-08-13
2021-03-31	$393,083	10,621	+38.4%	Shares	Sole	2021-05-13
2020-12-31	$226,200	7,673	-7.3%	Shares	Sole	2021-02-03
2020-09-30	$221,633	8,273	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.