Position in IRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,653,267
+$424,981 QoQ
Shares Held
21,006
-3.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#353
of 1,152 holders
Holding Since
Mar 2020
24 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, 2026BENJAMIN EDWARDS INC holds $58,671,978 across 8 REIT - Specialty names. IRM ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
30,610 | $31,907,557 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
88,953 | $15,974,179 | |
| 3 | AMT |
American Tower Corp /Ma/
|
23,783 | $3,890,185 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
21,006 | $2,653,267 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
10,726 | $1,673,041 | |
| 6 | WY |
Weyerhaeuser Co
|
44,148 | $1,056,903 | |
| 7 | CCI |
Crown Castle Inc.
|
10,735 | $812,961 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
15,807 | $703,885 |
All Filings in IRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,653,267 | 21,006 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $2,228,286 | 21,816 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,856,586 | 22,382 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,288,349 | 22,448 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $1,953,855 | 19,049 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,636,480 | 19,020 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,348,052 | 22,339 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,733,921 | 23,007 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $9,797 | 140 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $8,204 | 138 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,784 | 137 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $7,142 | 135 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $6,630 | 133 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $5,760 | 131 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $6,329 | 130 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,092 | 128 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $6,645 | 127 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $5,431 | 125 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $5,205 | 123 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $4,478 | 121 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,508 | 119 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,107 | 116 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,949 | 113 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,618 | 110 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||