Position in IRM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$98,900
+$25,258 QoQ
Shares Held
783
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#951
of 1,152 holders
Holding Since
Dec 2020
23 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, 2026JFS WEALTH ADVISORS, LLC holds $307,851 across 9 REIT - Specialty names. IRM ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
137 | $142,807 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
783 | $98,900 | |
| 3 | CCI |
Crown Castle Inc.
|
740 | $56,040 | |
| 4 | AMT |
American Tower Corp /Ma/
|
45 | $7,360 | |
| 5 | WY |
Weyerhaeuser Co
|
29 | $694 | |
| 6 | EPR |
Epr Properties
|
11 | $638 | |
| 7 | RYN |
Rayonier Inc
|
26 | $553 | |
| 8 | DLR |
Digital Realty Trust, Inc.
|
3 | $538 |
All Filings in IRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,900 | 783 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $73,642 | 721 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $62,544 | 754 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $74,110 | 727 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $97,133 | 947 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $81,479 | 947 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $100,485 | 956 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $113,601 | 956 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $85,676 | 956 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $76,921 | 959 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $16,655 | 238 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $13,079 | 220 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $12,500 | 220 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $11,640 | 220 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $10,967 | 220 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,673 | 220 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $18,015 | 370 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $20,501 | 370 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $11,512 | 220 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $9,559 | 220 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $9,310 | 220 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $8,142 | 220 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $6,485 | 220 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||