Position in IRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,178
+$1,501 QoQ
Shares Held
41
+13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,092
of 1,149 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026SouthState Bank Corp holds $142,751 across 9 REIT - Specialty names. IRM ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
375 | $67,342 | |
| 2 | CCI |
Crown Castle Inc.
|
446 | $33,775 | |
| 3 | EQIX |
Equinix Inc
|
16 | $16,678 | |
| 4 | AMT |
American Tower Corp /Ma/
|
95 | $15,539 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
41 | $5,178 | |
| 6 | WY |
Weyerhaeuser Co
|
81 | $1,939 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
10 | $1,559 | |
| 8 | SBAC |
Sba Communications Corp
|
3 | $529 |
All Filings in IRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,178 | 41 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $3,677 | 36 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,571 | 31 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $6,523 | 64 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $12,410 | 121 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $11,099 | 129 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||