Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$354,173
+$69,509 QoQ
Shares Held
2,804
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#758
of 1,152 holders
Holding Since
Dec 2023
11 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, 2026IMA Advisory Services, Inc. holds $1,729,769 across 7 REIT - Specialty names. IRM ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,276 | $1,330,089 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
2,804 | $354,173 | |
| 3 | AMT |
American Tower Corp /Ma/
|
190 | $31,078 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
40 | $7,183 | |
| 5 | EPR |
Epr Properties
|
116 | $6,729 | |
| 6 | CCI |
Crown Castle Inc.
|
4 | $302 | |
| 7 | WY |
Weyerhaeuser Co
|
9 | $215 |
All Filings in IRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,173 | 2,804 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $284,664 | 2,787 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $246,527 | 2,972 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $301,232 | 2,955 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $303,299 | 2,957 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $254,162 | 2,954 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $310,494 | 2,954 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $351,023 | 2,954 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $264,737 | 2,954 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $236,940 | 2,954 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $206,720 | 2,954 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||