Position in IRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,599,077
+$591,054 QoQ
Shares Held
28,494
-3.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#314
of 1,151 holders
Holding Since
Sep 2020
22 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, 2026J.W. COLE ADVISORS, INC. holds $8,237,922 across 9 REIT - Specialty names. IRM ranks #1 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
28,494 | $3,599,077 | |
| 2 | AMT |
American Tower Corp /Ma/
|
11,277 | $1,844,578 | |
| 3 | WY |
Weyerhaeuser Co
|
33,901 | $811,589 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
3,117 | $559,750 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,276 | $355,010 | |
| 6 | EQIX |
Equinix Inc
|
298 | $310,632 | |
| 7 | CCI |
Crown Castle Inc.
|
3,775 | $285,880 | |
| 8 | SBAC |
Sba Communications Corp
|
1,487 | $262,396 |
All Filings in IRM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,599,077 | 28,494 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,008,023 | 29,450 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,559,588 | 30,857 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,424,776 | 33,596 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,226,076 | 21,703 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,235,792 | 14,363 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $912,249 | 8,679 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,136,727 | 9,566 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $625,189 | 6,976 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $549,438 | 6,850 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $471,945 | 6,744 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $382,204 | 6,429 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $355,238 | 6,252 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $347,989 | 6,577 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $333,845 | 6,697 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $291,301 | 6,625 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $316,874 | 6,508 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $391,859 | 7,072 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $307,805 | 5,882 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $254,530 | 5,858 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $231,278 | 5,465 | Shares | Sole | 2021-08-06 | |
| 2020-09-30 | $459,930 | 17,168 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||