Position in IRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,116,450
+$300,299 QoQ
Shares Held
16,756
-5.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#382
of 1,151 holders
Holding Since
Dec 2022
15 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, 2026CASCADE INVESTMENT GROUP, INC. holds $2,878,228 across 2 REIT - Specialty names. IRM ranks #1 (73.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
16,756 | $2,116,450 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
4,242 | $761,778 |
All Filings in IRM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,116,450 | 16,756 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,816,151 | 17,781 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,595,211 | 19,231 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,088,342 | 20,486 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,145,046 | 20,913 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,813,723 | 21,080 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,266,171 | 21,560 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,667,139 | 22,445 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,016,001 | 22,495 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,836,407 | 22,895 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,700,164 | 24,295 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,444,337 | 24,295 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,388,964 | 24,445 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,292,961 | 24,437 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,232,690 | 24,728 | Shares | Sole | 2023-02-27 | |
| No filing history on record for this holder in this stock. | ||||||