Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$37,893
+$35,487 QoQ
Shares Held
300
+900.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,007
of 1,152 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Colonial Trust Advisors holds $291,720 across 9 REIT - Specialty names. IRM ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
139 | $144,892 | |
| 2 | CCI |
Crown Castle Inc.
|
1,025 | $77,623 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
300 | $37,893 | |
| 4 | RYN |
Rayonier Inc
|
475 | $10,108 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
50 | $8,979 | |
| 6 | WY |
Weyerhaeuser Co
|
200 | $4,788 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
91 | $4,052 | |
| 8 | AMT |
American Tower Corp /Ma/
|
20 | $3,271 |
All Filings in IRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,893 | 300 | Shares | Sole | 2026-08-11 | |
| 2024-03-31 | $2,406 | 30 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,837 | 112 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,658 | 112 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,534 | 115 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,084 | 115 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,530 | 131 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||