Position in IRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$352,531
-$207,809 QoQ
Shares Held
2,791
-49.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#761
of 1,152 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $5,826,184 across 12 REIT - Specialty names. IRM ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
25,220 | $4,125,235 | |
| 2 | EQIX |
Equinix Inc
|
418 | $435,719 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
2,391 | $429,375 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
2,791 | $352,531 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
1,707 | $266,257 | |
| 6 | CCI |
Crown Castle Inc.
|
1,974 | $149,491 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
609 | $27,118 | |
| 8 | SBAC |
Sba Communications Corp
|
140 | $24,704 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,531 | 2,791 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $560,340 | 5,486 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $366,804 | 4,422 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $484,724 | 4,755 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $704,553 | 6,869 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $516,240 | 6,000 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $629,714 | 5,991 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,199,588 | 10,095 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,034,752 | 11,546 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $938,457 | 11,700 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,005,892 | 14,374 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,562,303 | 59,921 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $4,508,212 | 79,342 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $4,393,276 | 83,033 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $4,088,447 | 82,015 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $3,679,541 | 83,683 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $4,107,780 | 84,366 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $4,923,510 | 88,856 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $4,620,895 | 88,303 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $4,360,381 | 100,354 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $4,199,202 | 99,225 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $3,531,272 | 95,414 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $2,739,134 | 92,915 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $2,500,926 | 93,353 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $2,448,989 | 93,831 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $385,369 | 16,192 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||