Position in IRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$413,538
+$97,517 QoQ
Shares Held
3,274
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#712
of 1,152 holders
Holding Since
Mar 2024
10 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, 2026MATHER GROUP, LLC. holds $3,371,226 across 12 REIT - Specialty names. IRM ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,249 | $1,301,945 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
3,899 | $700,182 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
3,274 | $413,538 | |
| 4 | AMT |
American Tower Corp /Ma/
|
2,112 | $345,459 | |
| 5 | SBAC |
Sba Communications Corp
|
1,381 | $243,691 | |
| 6 | CCI |
Crown Castle Inc.
|
2,929 | $221,813 | |
| 7 | WY |
Weyerhaeuser Co
|
3,822 | $91,498 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
518 | $23,066 |
All Filings in IRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,538 | 3,274 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $316,021 | 3,094 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $257,227 | 3,101 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $253,015 | 2,482 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $259,091 | 2,526 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $212,260 | 2,467 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $271,394 | 2,582 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $293,391 | 2,469 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $359,734 | 4,014 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $191,060 | 2,382 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||