Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$170,249,581
+$40,240,175 QoQ
Shares Held
1,347,871
+5.9% QoQ
Ownership
0.453%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#32
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 Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$436,718
PutShares
11,800
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, 2026HSBC HOLDINGS PLC holds $1,484,699,525 across 12 REIT - Specialty names. IRM ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
469,628 | $489,535,525 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,821,488 | $297,940,783 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
1,447,327 | $259,910,977 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
1,347,871 | $170,249,581 | |
| 5 | CCI |
Crown Castle Inc.
|
1,878,700 | $142,273,949 | |
| 6 | WY |
Weyerhaeuser Co
|
1,636,104 | $39,168,327 | |
| 7 | SBAC |
Sba Communications Corp
|
202,146 | $35,670,682 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
768,161 | $34,206,206 |
All Filings in IRM
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,249,581 | 1,347,871 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $130,009,406 | 1,272,855 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $87,576,531 | 1,055,775 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $97,003,654 | 951,576 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $80,445,238 | 784,296 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $70,540,924 | 819,862 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $78,154,328 | 743,548 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $82,882,496 | 697,488 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $63,253,076 | 705,792 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $47,113,907 | 587,382 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $29,372,073 | 419,721 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $21,436,835 | 360,586 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $20,977,487 | 369,192 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $16,764,532 | 316,850 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $26,073,094 | 523,031 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,380,709 | 258,829 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,918,137 | 265,314 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $14,811,922 | 267,315 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,093,122 | 326,641 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $18,647,565 | 429,173 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $29,968,018 | 708,129 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,181,251 | 437,213 | Shares | Sole | 2021-05-14 | |
| 2021-03-31 | $436,718 | 11,800 | Put | Defined | 2021-05-14 | |
| 2020-12-31 | $356,708 | 12,100 | Put | Defined | 2021-02-25 | |
| 2020-12-31 | $15,259,319 | 517,616 | Shares | Defined | 2021-02-25 | |
| 2020-12-31 | $2,570,656 | 87,200 | Call | Defined | 2021-02-25 | |
| 2020-09-30 | $324,159 | 12,100 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $11,101,802 | 414,401 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | $3,016,554 | 112,600 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $3,429,540 | 131,400 | Put | Defined | 2020-08-14 | |
| 2020-06-30 | $7,518,078 | 288,049 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $23,800 | 1,000 | Call | Defined | 2020-05-15 | |
| 2020-03-31 | $3,774,680 | 158,600 | Put | Defined | 2020-05-15 | |
| 2020-03-31 | $8,187,055 | 343,994 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||