Position in IRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$31,451
New position
Shares Held
249
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,022
of 1,152 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,036,068 across 11 REIT - Specialty names. IRM ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
11,022 | $263,866 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,446 | $236,522 | |
| 3 | CCI |
Crown Castle Inc.
|
2,659 | $201,366 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
724 | $130,015 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
509 | $79,393 | |
| 6 | IRM |
Iron Mountain Inc
This page
|
249 | $31,451 | |
| 7 | EQIX |
Equinix Inc
|
30 | $31,271 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
658 | $29,300 |
All Filings in IRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,451 | 249 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||