Position in IRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$246,430
+$46,316 QoQ
Shares Held
1,951
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#856
of 1,157 holders
Holding Since
Sep 2024
4 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, 2026Modera Wealth Management, LLC holds $2,298,659 across 2 REIT - Specialty names. IRM ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBAC |
Sba Communications Corp
|
11,630 | $2,052,229 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
1,951 | $246,430 |
All Filings in IRM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,430 | 1,951 | Shares | Sole | 2026-08-03 | |
| 2025-06-30 | $200,114 | 1,951 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $202,652 | 1,928 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $229,104 | 1,928 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||