Position in IRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,221,532
+$745,606 QoQ
Shares Held
33,422
-1.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#295
of 1,151 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $94,000,111 across 11 REIT - Specialty names. IRM ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
160,322 | $26,223,868 | |
| 2 | EQIX |
Equinix Inc
|
21,411 | $22,318,611 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
90,005 | $14,038,979 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
58,172 | $10,446,526 | |
| 5 | CCI |
Crown Castle Inc.
|
130,563 | $9,887,535 | |
| 6 | IRM |
Iron Mountain Inc
This page
|
33,422 | $4,221,532 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
75,985 | $3,383,611 | |
| 8 | WY |
Weyerhaeuser Co
|
62,640 | $1,499,601 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,221,532 | 33,422 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $3,475,926 | 34,031 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,064,504 | 36,944 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $4,578,940 | 44,918 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $4,332,761 | 42,242 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $3,706,946 | 43,084 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $4,703,776 | 44,751 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $7,917,047 | 66,625 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,450,508 | 60,818 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $5,089,725 | 63,455 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,891,797 | 55,613 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $4,001,934 | 67,316 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,919,158 | 68,975 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $3,679,995 | 69,552 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $3,728,729 | 74,799 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $4,312,445 | 98,077 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $5,370,944 | 110,309 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $6,131,226 | 110,652 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $6,125,592 | 117,057 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,734,790 | 131,986 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $5,395,800 | 127,500 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,002,927 | 108,158 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,271,474 | 144,894 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $3,390,890 | 126,573 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $3,305,120 | 126,633 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $3,415,038 | 143,489 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||