Position in IRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,673,102
+$420,866 QoQ
Shares Held
13,246
+8.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#423
of 1,152 holders
Holding Since
Mar 2024
10 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, 2026Crestwood Advisors Group, LLC holds $10,409,489 across 9 REIT - Specialty names. IRM ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
16,431 | $2,687,618 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
13,956 | $2,506,217 | |
| 3 | IRM |
Iron Mountain Inc
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|
13,246 | $1,673,102 | |
| 4 | WY |
Weyerhaeuser Co
|
43,405 | $1,039,115 | |
| 5 | EQIX |
Equinix Inc
|
764 | $796,385 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
3,427 | $534,543 | |
| 7 | EPR |
Epr Properties
|
9,154 | $531,023 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
8,529 | $379,796 |
All Filings in IRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,673,102 | 13,246 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,252,236 | 12,260 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $932,606 | 11,243 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $347,003 | 3,404 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $312,530 | 3,047 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $247,451 | 2,876 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $322,792 | 3,071 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $355,301 | 2,990 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $263,303 | 2,938 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $235,095 | 2,931 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||