Position in IRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$888,969
-$31,005 QoQ
Shares Held
7,038
-21.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#545
of 1,152 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026WEDBUSH SECURITIES INC holds $5,758,213 across 7 REIT - Specialty names. IRM ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
11,596 | $1,896,757 | |
| 2 | EQIX |
Equinix Inc
|
898 | $936,066 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
7,038 | $888,969 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
3,543 | $636,251 | |
| 5 | EPR |
Epr Properties
|
10,850 | $629,408 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
2,595 | $404,768 | |
| 7 | WY |
Weyerhaeuser Co
|
15,288 | $365,994 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $888,969 | 7,038 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $919,974 | 9,007 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $770,937 | 9,294 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $841,718 | 8,257 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $839,330 | 8,183 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $683,329 | 7,942 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $844,138 | 8,031 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $931,508 | 7,839 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,037,261 | 11,574 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $893,539 | 11,140 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $536,886 | 7,672 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $498,785 | 8,390 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $519,562 | 9,144 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $486,877 | 9,202 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $478,659 | 9,602 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $421,584 | 9,588 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $463,236 | 9,514 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $602,805 | 10,879 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $557,628 | 10,656 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $394,656 | 9,083 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $324,509 | 7,668 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $247,411 | 6,685 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $233,039 | 7,905 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $235,912 | 8,806 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $265,567 | 10,175 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $211,225 | 8,875 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||