Position in IRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,211,818
+$245,063 QoQ
Shares Held
9,594
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#33
of 117 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 94.94475713987909.ToString("F0")%
Shared 0.ToString("F0")%
None 5.0552428601209085.ToString("F0")%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026DAVENPORT & Co LLC holds $454,414,134 across 9 REIT - Specialty names. IRM ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
1,049,635 | $171,688,796 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
1,012,248 | $157,890,443 | |
| 3 | WY |
Weyerhaeuser Co
|
2,595,924 | $62,146,420 | |
| 4 | RYN |
Rayonier Inc
|
2,613,368 | $55,612,471 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
24,274 | $4,359,124 | |
| 6 | IRM |
Iron Mountain Inc
This page
|
9,594 | $1,211,818 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
13,046 | $580,938 | |
| 8 | CCI |
Crown Castle Inc.
|
7,344 | $556,161 |
All Filings in IRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,211,818 | 9,594 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $966,755 | 9,465 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $786,283 | 9,479 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $955,279 | 9,371 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,010,827 | 9,855 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $832,006 | 9,670 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,676,731 | 25,466 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,938,784 | 24,731 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,225,443 | 24,832 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,985,518 | 24,754 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,550,686 | 22,159 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,262,361 | 21,234 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,376,407 | 24,224 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,277,723 | 24,149 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,107,367 | 22,214 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $954,764 | 21,714 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,038,995 | 21,339 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $948,951 | 17,126 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $373,950 | 7,146 | Shares | Sole | 2022-02-10 | |
| 2020-03-31 | $476,166 | 20,007 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||