Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,755,441
+$1,206,535 QoQ
Shares Held
45,566
+2.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#266
of 1,157 holders
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $151,044,762 across 18 REIT - Specialty names. IRM ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
268,120 | $43,856,388 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
224,719 | $40,355,037 | |
| 3 | EQIX |
Equinix Inc
|
27,265 | $28,420,762 | |
| 4 | SBAC |
Sba Communications Corp
|
98,412 | $17,365,781 | |
| 5 | CCI |
Crown Castle Inc.
|
80,903 | $6,126,783 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
39,237 | $6,120,187 | |
| 7 | IRM |
Iron Mountain Inc
This page
|
45,566 | $5,755,441 | |
| 8 | WY |
Weyerhaeuser Co
|
46,949 | $1,123,958 |
All Filings in IRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,755,441 | 45,566 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||