Position in IRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,197,216
+$3,121,167 QoQ
Shares Held
207,531
-4.8% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 39.59824563851409.ToString("F0")%
Shared 0.ToString("F0")%
None 60.40175436148591.ToString("F0")%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Focus Partners Wealth holds $211,151,152 across 15 REIT - Specialty names. IRM ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
400,249 | $69,074,972 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
244,222 | $44,011,246 | |
| 3 | RYN |
Rayonier Inc
|
1,087,057 | $22,415,115 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
207,531 | $21,197,216 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
389,885 | $17,299,197 | |
| 6 | CCI |
Crown Castle Inc.
|
211,749 | $17,217,311 | |
| 7 | EQIX |
Equinix Inc
|
5,682 | $5,569,723 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
43,422 | $5,499,830 |
All Filings in IRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,197,216 | 207,531 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,076,049 | 217,915 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,211,016 | 129,596 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,113,369 | 127,848 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,866,163 | 149,537 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $12,853,376 | 122,285 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $3,927,687 | 33,053 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,845,095 | 121,012 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,993,451 | 74,722 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,163,977 | 16,633 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||