Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,417,547
+$1,619,567 QoQ
Shares Held
74,559
-2.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#210
of 1,152 holders
Holding Since
Sep 2021
19 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, 2026Allworth Financial LP holds $33,361,029 across 16 REIT - Specialty names. IRM ranks #1 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
74,559 | $9,417,547 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
44,829 | $8,050,391 | |
| 3 | AMT |
American Tower Corp /Ma/
|
46,849 | $7,663,090 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
75,746 | $3,372,969 | |
| 5 | EQIX |
Equinix Inc
|
2,668 | $2,781,096 | |
| 6 | WY |
Weyerhaeuser Co
|
36,963 | $884,894 | |
| 7 | CCI |
Crown Castle Inc.
|
5,288 | $400,460 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
2,089 | $325,842 |
All Filings in IRM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,417,547 | 74,559 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,797,980 | 76,346 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,455,749 | 77,827 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,652,745 | 173,168 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $17,683,375 | 172,403 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,625,123 | 65,378 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,763,828 | 64,350 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,503,045 | 63,141 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,664,790 | 63,209 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,103,601 | 63,628 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,421,966 | 63,189 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $53,742 | 904 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $80,911 | 1,424 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $45,396 | 858 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $20,737 | 416 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $34,076 | 775 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,262 | 334 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,163 | 21 | Shares | Sole | 2022-04-22 | |
| 2021-09-30 | $4,953 | 114 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||