Position in IRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$761,017
+$145,624 QoQ
Shares Held
6,025
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#570
of 1,152 holders
Holding Since
Mar 2020
26 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $1,005,881 across 2 REIT - Specialty names. IRM ranks #1 (75.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
6,025 | $761,017 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,497 | $244,864 |
All Filings in IRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,017 | 6,025 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $615,393 | 6,025 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $496,704 | 5,988 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $602,465 | 5,910 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $606,188 | 5,910 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $511,077 | 5,940 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $636,441 | 6,055 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $761,700 | 6,410 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $578,945 | 6,460 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $518,156 | 6,460 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $452,070 | 6,460 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $398,612 | 6,705 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $392,342 | 6,905 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $365,343 | 6,905 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $344,214 | 6,905 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $333,292 | 7,580 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $369,070 | 7,580 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $420,007 | 7,580 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $396,661 | 7,580 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $329,351 | 7,580 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $324,382 | 7,665 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $283,681 | 7,665 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $245,863 | 8,340 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $222,357 | 8,300 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $223,416 | 8,560 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $212,462 | 8,927 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||