OPPENHEIMER & CO INC

Position in IRM — Iron Mountain Inc

CIK 822581 NEW YORK, NY

Position in IRM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$736,134

+$149,238 QoQ

Shares Held

5,828

+1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#578

of 1,152 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

OPPENHEIMER & CO INC holds $26,551,131 across 9 REIT - Specialty names. IRM ranks #7 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	38,376	$6,277,162
2	WY	Weyerhaeuser Co	231,342	$5,538,327
3	SBAC	Sba Communications Corp	21,395	$3,775,361
4	DLR	Digital Realty Trust, Inc.	20,953	$3,762,739
5	LAMR	Lamar Advertising Co/New	19,708	$3,074,053
6	EPR	Epr Properties	48,530	$2,815,225
7	IRM	Iron Mountain Inc This page	5,828	$736,134
8	EQIX	Equinix Inc	467	$486,796

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$736,134	5,828	+1.4%	Shares	Sole	2026-08-03
2026-03-31	$586,896	5,746	-0.3%	Shares	Sole	2026-04-24
2025-12-31	$478,206	5,765	-35.9%	Shares	Sole	2026-02-02
2025-09-30	$916,542	8,991	-1.8%	Shares	Sole	2025-11-06
2025-06-30	$939,541	9,160	+2.1%	Shares	Sole	2025-07-31
2025-03-31	$772,122	8,974	-30.9%	Shares	Sole	2025-04-23
2024-12-31	$1,364,958	12,986	-32.3%	Shares	Sole	2025-02-05
2024-09-30	$2,280,585	19,192	+36.1%	Shares	Sole	2024-11-05
2024-06-30	$1,264,179	14,106	+22.8%	Shares	Sole	2024-08-08
2024-03-31	$921,292	11,486	-0.3%	Shares	Sole	2024-05-07
2023-12-31	$806,309	11,522	+57.5%	Shares	Sole	2024-02-13
2023-09-30	$434,817	7,314	-2.2%	Shares	Sole	2023-11-08
2023-06-30	$425,070	7,481	+17.1%	Shares	Sole	2023-08-03
2023-03-31	$338,041	6,389	-0.4%	Shares	Sole	2023-05-10
2022-12-31	$319,638	6,412	+1.0%	Shares	Sole	2023-02-08
2022-09-30	$279,253	6,351	-59.1%	Shares	Sole	2022-11-14
2022-06-30	$755,425	15,515	-32.2%	Shares	Sole	2022-08-08
2022-03-31	$1,268,113	22,886	-24.2%	Shares	Sole	2022-05-12
2021-12-31	$1,579,895	30,191	-4.1%	Shares	Sole	2022-02-02
2021-09-30	$1,368,066	31,486	+85.6%	Shares	Sole	2021-11-12
2021-06-30	$717,747	16,960	+44.5%	Shares	Sole	2021-08-03
2021-03-31	$434,349	11,736	-45.8%	Shares	Sole	2021-05-10
2020-12-31	$638,477	21,658	+84.5%	Shares	Sole	2021-02-11
2020-09-30	$314,514	11,740	-2.4%	Shares	Sole	2020-11-13
2020-06-30	$313,956	12,029	-4.2%	Shares	Sole	2020-08-11
2020-03-31	$298,832	12,556	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.