CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in IRM — Iron Mountain Inc
CIK 884546
SAN FRANCISCO, CA
Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$538,521,042
+$128,632,508 QoQ
Shares Held
4,263,487
+6.2% QoQ
Ownership
1.43%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#11
of 1,152 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)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $5,429,496,423 across 17 REIT - Specialty names. IRM ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,243,842 | $1,296,568,462 | |
| 2 | AMT |
American Tower Corp /Ma/
|
5,607,388 | $917,200,454 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
4,737,619 | $850,781,619 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
4,263,487 | $538,521,042 | |
| 5 | CCI |
Crown Castle Inc.
|
6,333,284 | $479,619,597 | |
| 6 | SBAC |
Sba Communications Corp
|
1,710,278 | $301,795,655 | |
| 7 | WY |
Weyerhaeuser Co
|
11,302,099 | $270,572,249 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
1,342,240 | $209,362,594 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,521,042 | 4,263,487 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $409,888,534 | 4,013,007 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $321,868,811 | 3,880,275 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $374,552,535 | 3,674,245 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $371,899,126 | 3,625,808 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $300,062,693 | 3,487,479 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $365,655,616 | 3,478,790 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $402,395,811 | 3,386,315 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $290,784,636 | 3,244,640 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $258,690,163 | 3,225,161 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $220,974,516 | 3,157,681 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $182,864,633 | 3,075,940 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $215,647,184 | 3,795,269 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $199,784,562 | 3,775,932 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $186,447,125 | 3,740,163 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $158,631,492 | 3,607,721 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $173,507,545 | 3,563,515 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $197,624,862 | 3,566,592 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $181,225,174 | 3,463,122 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $148,332,564 | 3,413,868 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $139,931,672 | 3,306,514 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $120,898,346 | 3,266,640 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $93,547,468 | 3,173,252 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $84,383,597 | 3,149,817 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $84,439,059 | 3,235,213 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $48,331,040 | 2,030,716 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||