Position in IRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$538,459
+$166,772 QoQ
Shares Held
4,263
+17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#644
of 1,151 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026STEPHENS INC /AR/ holds $32,842,592 across 9 REIT - Specialty names. IRM ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
61,576 | $10,071,986 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
64,390 | $10,043,552 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
35,564 | $6,386,583 | |
| 4 | CCI |
Crown Castle Inc.
|
38,334 | $2,903,033 | |
| 5 | EQIX |
Equinix Inc
|
1,108 | $1,154,968 | |
| 6 | WY |
Weyerhaeuser Co
|
34,443 | $824,565 | |
| 7 | RYN |
Rayonier Inc
|
37,540 | $798,851 | |
| 8 | IRM |
Iron Mountain Inc
This page
|
4,263 | $538,459 |
All Filings in IRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,459 | 4,263 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $371,687 | 3,639 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $318,942 | 3,845 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $427,434 | 4,193 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $429,870 | 4,191 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $360,335 | 4,188 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $439,990 | 4,186 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $518,098 | 4,360 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $390,474 | 4,357 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $306,402 | 3,820 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $275,581 | 3,938 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $274,480 | 4,617 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $247,337 | 4,353 | Shares | Defined | 2023-08-14 | |
| 2022-06-30 | $280,162 | 5,754 | Shares | Defined | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||