Position in IRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,947
+$4,394 QoQ
Shares Held
55
+120.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,088
of 1,152 holders
Holding Since
Dec 2022
13 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, 2026Asset Dedication, LLC holds $100,491 across 10 REIT - Specialty names. IRM ranks #7 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
1,352 | $32,366 | |
| 2 | EQIX |
Equinix Inc
|
13 | $13,551 | |
| 3 | FRMI |
Fermi Inc.
|
1,230 | $11,266 | |
| 4 | CCI |
Crown Castle Inc.
|
122 | $9,239 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
45 | $8,081 | |
| 6 | AMT |
American Tower Corp /Ma/
|
48 | $7,851 | |
| 7 | IRM |
Iron Mountain Inc
This page
|
55 | $6,947 | |
| 8 | RYN |
Rayonier Inc
|
261 | $5,554 |
All Filings in IRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,947 | 55 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,553 | 25 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $7,050 | 85 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,664 | 85 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $8,718 | 85 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $7,313 | 85 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,934 | 85 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $21,983 | 185 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,377 | 60 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,812 | 60 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,198 | 60 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4 | 60 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $249 | 5 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||