Position in IRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$302,007
-$36,893 QoQ
Shares Held
2,391
-27.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#798
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, 2026Atria Investments, Inc holds $18,893,312 across 9 REIT - Specialty names. IRM ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
37,017 | $6,054,870 | |
| 2 | CCI |
Crown Castle Inc.
|
33,249 | $2,517,946 | |
| 3 | EQIX |
Equinix Inc
|
2,232 | $2,326,614 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
13,995 | $2,182,940 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
11,930 | $2,142,389 | |
| 6 | WY |
Weyerhaeuser Co
|
83,885 | $2,008,206 | |
| 7 | SBAC |
Sba Communications Corp
|
4,240 | $748,190 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
13,702 | $610,150 |
All Filings in IRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,007 | 2,391 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $338,900 | 3,318 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $249,347 | 3,006 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $359,134 | 3,523 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $451,718 | 4,404 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $427,876 | 4,973 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,823,448 | 17,348 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,429,598 | 20,446 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,071,655 | 23,116 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,873,063 | 23,352 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||