Position in IRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$53,369,005
+$21,130,150 QoQ
Shares Held
422,524
+33.9% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#75
of 1,151 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Derivatives in IRM
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$4,232,000
PutShares
100,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CITIGROUP INC holds $692,341,609 across 18 REIT - Specialty names. IRM ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
193,280 | $201,473,137 | |
| 2 | AMT |
American Tower Corp /Ma/
|
828,777 | $135,563,052 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
702,524 | $126,159,259 | |
| 4 | CCI |
Crown Castle Inc.
|
775,669 | $58,741,412 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
422,524 | $53,369,005 | |
| 6 | SBAC |
Sba Communications Corp
|
228,209 | $40,269,759 | |
| 7 | WY |
Weyerhaeuser Co
|
1,131,075 | $27,077,935 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
434,161 | $19,333,188 |
All Filings in IRM
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,369,005 | 422,524 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $32,238,855 | 315,634 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $26,427,952 | 318,601 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $42,786,561 | 419,723 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $20,966,844 | 204,415 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $19,843,316 | 230,629 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $17,959,932 | 170,868 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $31,892,662 | 268,389 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $22,179,514 | 247,484 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $18,937,418 | 236,098 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $11,016,320 | 157,421 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $14,094,997 | 237,090 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $12,794,668 | 225,179 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $18,765,269 | 354,664 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $12,660,153 | 253,965 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $17,350,999 | 394,610 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $13,937,120 | 286,242 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $14,994,664 | 270,613 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $18,070,436 | 345,317 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $20,969,143 | 482,604 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $4,232,000 | 100,000 | Put | Defined | 2021-08-10 | |
| 2021-06-30 | $31,325,303 | 740,201 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $26,069,878 | 704,401 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $3,701,000 | 100,000 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $1,981,056 | 67,200 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $14,081,708 | 477,670 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $3,555,288 | 120,600 | Put | Defined | 2021-02-11 | |
| 2020-09-30 | $3,190,689 | 119,100 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $11,249,306 | 419,907 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $2,826,345 | 105,500 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $3,338,190 | 127,900 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $3,972,420 | 152,200 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $6,854,405 | 262,621 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $3,919,025 | 164,665 | Shares | Defined | 2020-05-12 | |
| 2020-03-31 | $2,125,340 | 89,300 | Put | Defined | 2020-05-12 | |
| 2020-03-31 | $3,289,160 | 138,200 | Call | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||