Position in IRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$26,709,512
+$5,512,296 QoQ
Shares Held
211,460
+1.9% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#113
of 1,157 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 40%
Shared 0%
None 59%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $207,326,104 across 15 REIT - Specialty names. IRM ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
391,017 | $63,958,650 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
219,189 | $39,361,960 | |
| 3 | RYN |
Rayonier Inc
|
1,279,401 | $27,225,653 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
211,460 | $26,709,512 | |
| 5 | CCI |
Crown Castle Inc.
|
207,374 | $15,704,433 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
240,661 | $10,716,634 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
52,476 | $8,185,206 | |
| 8 | EQIX |
Equinix Inc
|
6,069 | $6,326,264 |
All Filings in IRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,709,512 | 211,460 | Shares | Sole | 2026-08-12 | |
| 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 | $12,842,760 | 122,184 | Shares | Sole | 2025-05-20 | |
| 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. | ||||||