Position in IRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$79,827
+$44,988 QoQ
Shares Held
632
+50.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#965
of 1,151 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $6,013,584 across 8 REIT - Specialty names. IRM ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
14,036 | $2,295,868 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
10,309 | $1,851,290 | |
| 3 | EQIX |
Equinix Inc
|
1,577 | $1,643,849 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
719 | $112,149 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
632 | $79,827 | |
| 6 | WY |
Weyerhaeuser Co
|
995 | $23,820 | |
| 7 | CCI |
Crown Castle Inc.
|
89 | $6,739 | |
| 8 | RYN |
Rayonier Inc
|
2 | $42 |
All Filings in IRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,827 | 632 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $34,839 | 420 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $42,814 | 420 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $43,079 | 420 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $53,861 | 626 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $65,588 | 624 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $74,031 | 623 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $56,102 | 626 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $51,494 | 642 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $43,247 | 618 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $24,790 | 417 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $12,329 | 217 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $13,386 | 253 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $13,708 | 275 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $12,927 | 294 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $13,243 | 272 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $15,071 | 272 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $14,233 | 272 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $11,818 | 272 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $11,511 | 272 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $10,066 | 272 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $9,168 | 311 | Shares | Sole | 2021-02-04 | |
| 2020-06-30 | $42,047 | 1,611 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $87,274 | 3,667 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||