Position in IRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$675,632
+$130,511 QoQ
Shares Held
5,349
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#596
of 1,157 holders
Holding Since
Jun 2020
25 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, 2026Financial Management Professionals, Inc. holds $838,743 across 9 REIT - Specialty names. IRM ranks #1 (80.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
5,349 | $675,632 | |
| 2 | FRMI |
Fermi Inc.
|
11,400 | $104,424 | |
| 3 | EQIX |
Equinix Inc
|
23 | $23,974 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
111 | $19,933 | |
| 5 | AMT |
American Tower Corp /Ma/
|
66 | $10,795 | |
| 6 | CCI |
Crown Castle Inc.
|
21 | $1,590 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
7 | $1,091 | |
| 8 | EPR |
Epr Properties
|
13 | $754 |
All Filings in IRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,632 | 5,349 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $545,121 | 5,337 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $436,731 | 5,265 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $537,529 | 5,273 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $537,466 | 5,240 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $479,586 | 5,574 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $571,167 | 5,434 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $575,731 | 4,845 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $427,845 | 4,774 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $350,196 | 4,366 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $416,450 | 5,951 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $316,868 | 5,330 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $318,760 | 5,610 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $270,581 | 5,114 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $229,010 | 4,594 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $170,207 | 3,871 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $147,725 | 3,034 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $143,844 | 2,596 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $101,310 | 1,936 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $81,816 | 1,883 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $78,376 | 1,852 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $66,877 | 1,807 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,886 | 64 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,714 | 64 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,383 | 53 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||