Position in IRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,548,906
+$2,639,563 QoQ
Shares Held
44,536
+93.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 99.92590264056045.ToString("F0")%
Shared 0.ToString("F0")%
None 0.07409735943955452.ToString("F0")%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $153,417,691 across 17 REIT - Specialty names. IRM ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
357,095 | $61,627,454 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
212,637 | $38,319,312 | |
| 3 | CCI |
Crown Castle Inc.
|
246,011 | $20,003,154 | |
| 4 | SBAC |
Sba Communications Corp
|
95,113 | $16,369,897 | |
| 5 | EQIX |
Equinix Inc
|
6,439 | $6,311,764 | |
| 6 | IRM |
Iron Mountain Inc
This page
|
44,536 | $4,548,906 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
29,749 | $3,768,007 | |
| 8 | WY |
Weyerhaeuser Co
|
46,271 | $1,130,400 |
All Filings in IRM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,548,906 | 44,536 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,909,343 | 23,018 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,842,565 | 18,075 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,730,663 | 16,873 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $969,584 | 11,269 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $748,172 | 7,118 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $333,674 | 2,808 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $56,550 | 631 | Shares | Sole | 2024-08-14 | |
| 2021-03-31 | $37,010 | 1,000 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||