Position in IRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$969,681
+$204,142 QoQ
Shares Held
7,677
+2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#531
of 1,152 holders
Holding Since
Sep 2020
12 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, 2026Prospera Financial Services Inc holds $12,693,476 across 6 REIT - Specialty names. IRM ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
6,564 | $6,842,247 | |
| 2 | WY |
Weyerhaeuser Co
|
91,107 | $2,181,101 | |
| 3 | AMT |
American Tower Corp /Ma/
|
12,120 | $1,982,468 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
7,677 | $969,681 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
2,439 | $437,995 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
1,795 | $279,984 |
All Filings in IRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,681 | 7,677 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $765,539 | 7,495 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $632,908 | 7,630 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $603,484 | 5,920 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $460,744 | 4,492 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $390,277 | 4,536 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $324,895 | 3,091 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $333,674 | 2,808 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $226,111 | 2,523 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $68,555 | 1,408 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $112,703 | 2,034 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $42,462 | 1,585 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||