Position in IRM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$21,758,792
+$3,817,595 QoQ
Shares Held
172,265
-1.9% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#125
of 1,152 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $64,272,779 across 9 REIT - Specialty names. IRM ranks #1 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
172,265 | $21,758,792 | |
| 2 | AMT |
American Tower Corp /Ma/
|
99,063 | $16,203,734 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
92,700 | $14,459,346 | |
| 4 | EQIX |
Equinix Inc
|
4,933 | $5,142,109 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
22,538 | $4,047,374 | |
| 6 | CCI |
Crown Castle Inc.
|
18,855 | $1,427,889 | |
| 7 | SBAC |
Sba Communications Corp
|
2,418 | $426,680 | |
| 8 | EPR |
Epr Properties
|
7,159 | $415,293 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,758,792 | 172,265 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $17,941,197 | 175,653 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,339,566 | 172,870 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,041,647 | 176,983 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $18,743,744 | 182,741 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $15,806,064 | 183,706 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $19,214,213 | 182,801 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $21,478,997 | 180,754 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $16,655,697 | 185,848 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $17,281,485 | 215,453 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $15,390,421 | 219,926 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,143,019 | 204,256 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $12,829,785 | 225,797 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,927,765 | 225,435 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $11,664,251 | 233,987 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $10,452,372 | 237,716 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,841,890 | 263,748 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $14,603,527 | 263,554 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $14,042,650 | 268,348 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,178,989 | 257,284 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,034,347 | 260,736 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $10,115,314 | 273,313 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,745,681 | 194,901 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $7,071,434 | 263,958 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,840,470 | 262,087 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,597,188 | 235,176 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||