Position in IRM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$13,504,054
+$4,069,485 QoQ
Shares Held
106,912
+15.7% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $102,246,759 across 16 REIT - Specialty names. IRM ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
20,133 | $20,986,437 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
106,912 | $13,504,054 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
73,746 | $13,243,306 | |
| 4 | AMT |
American Tower Corp /Ma/
|
58,701 | $9,601,722 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
58,888 | $9,185,350 | |
| 6 | CCI |
Crown Castle Inc.
|
100,116 | $7,581,784 | |
| 7 | EPR |
Epr Properties
|
122,139 | $7,085,283 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
154,626 | $6,885,495 |
All Filings in IRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,504,054 | 106,912 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $9,434,569 | 92,369 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,277,656 | 75,680 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,882,581 | 67,516 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,335,863 | 81,270 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,106,301 | 82,593 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,139,840 | 86,955 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,527,405 | 63,346 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,943,199 | 88,632 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,682,192 | 95,776 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,571,891 | 93,911 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,218,928 | 70,966 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,664,776 | 64,498 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,311,213 | 62,582 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,950,970 | 59,197 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,211,998 | 50,307 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,438,882 | 50,090 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,329,768 | 42,046 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,945,838 | 37,184 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,787,924 | 41,149 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,536,258 | 36,301 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,419,037 | 38,342 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $583,055 | 19,778 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $499,070 | 18,629 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $452,365 | 17,332 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||