Position in IRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$57,308,738
+$15,838,574 QoQ
Shares Held
453,715
+11.7% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#72
of 1,152 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Derivatives in IRM
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$215,100
PutShares
2,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $479,880,634 across 14 REIT - Specialty names. IRM ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
152,993 | $159,478,369 | |
| 2 | AMT |
American Tower Corp /Ma/
|
512,066 | $83,758,633 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
453,715 | $57,308,738 | |
| 4 | CCI |
Crown Castle Inc.
|
686,554 | $51,992,732 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
280,567 | $50,384,219 | |
| 6 | WY |
Weyerhaeuser Co
|
1,183,412 | $28,330,879 | |
| 7 | SBAC |
Sba Communications Corp
|
121,303 | $21,405,123 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
307,652 | $13,699,741 |
All Filings in IRM
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,308,738 | 453,715 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $41,470,164 | 406,013 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $36,194,815 | 436,345 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $40,590,464 | 398,180 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $37,585,132 | 366,434 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $36,010,833 | 418,536 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $215,100 | 2,500 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $2,049,645 | 19,500 | Call | Defined | 2025-02-13 | |
| 2024-12-31 | $66,293,818 | 630,709 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $262,775 | 2,500 | Put | Defined | 2025-02-13 | |
| 2024-09-30 | $75,930,583 | 638,985 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $297,075 | 2,500 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $3,683,730 | 31,000 | Call | Defined | 2024-11-13 | |
| 2024-06-30 | $55,610,012 | 620,509 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $46,536,316 | 580,181 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $42,563,092 | 608,218 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $32,501,847 | 546,709 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $33,028,726 | 581,287 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $26,318,384 | 497,418 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $64,630,125 | 1,296,492 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $20,508,967 | 466,431 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $21,751,768 | 446,740 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $40,727,066 | 735,013 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $21,600,514 | 412,775 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $20,443,177 | 470,499 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $17,564,700 | 415,045 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,505,414 | 229,814 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $7,279,347 | 246,925 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,187,543 | 156,310 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,775,510 | 221,284 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $5,033,270 | 211,482 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||