Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,090,812
+$209,549 QoQ
Shares Held
8,636
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#503
of 1,152 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $8,788,209 across 10 REIT - Specialty names. IRM ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
25,514 | $4,581,802 | |
| 2 | AMT |
American Tower Corp /Ma/
|
10,826 | $1,770,807 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
8,636 | $1,090,812 | |
| 4 | CCI |
Crown Castle Inc.
|
13,094 | $991,608 | |
| 5 | EQIX |
Equinix Inc
|
117 | $121,958 | |
| 6 | WY |
Weyerhaeuser Co
|
3,707 | $88,745 | |
| 7 | SBAC |
Sba Communications Corp
|
450 | $79,407 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
181 | $28,232 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,090,812 | 8,636 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $881,263 | 8,628 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $768,862 | 9,269 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $964,556 | 9,462 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $915,026 | 8,921 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $689,352 | 8,012 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $858,853 | 8,171 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $970,959 | 8,171 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $754,690 | 8,421 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $675,448 | 8,421 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $636,398 | 9,094 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $582,253 | 9,794 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $556,495 | 9,794 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $518,200 | 9,794 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $488,230 | 9,794 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $430,642 | 9,794 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $483,978 | 9,940 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $550,775 | 9,940 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $520,160 | 9,940 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $434,065 | 9,990 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $427,008 | 10,090 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $397,006 | 10,727 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $300,519 | 10,194 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $262,434 | 9,796 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $608,625 | 23,319 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $565,940 | 23,779 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||