Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,766,055
+$1,087,177 QoQ
Shares Held
37,733
+4.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#284
of 1,152 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Waverly Advisors, LLC holds $52,670,490 across 10 REIT - Specialty names. IRM ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
81,889 | $12,773,046 | |
| 2 | EQIX |
Equinix Inc
|
11,682 | $12,177,199 | |
| 3 | AMT |
American Tower Corp /Ma/
|
53,328 | $8,722,860 | |
| 4 | CCI |
Crown Castle Inc.
|
98,342 | $7,447,439 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
37,733 | $4,766,055 | |
| 6 | WY |
Weyerhaeuser Co
|
100,911 | $2,415,809 | |
| 7 | RYN |
Rayonier Inc
|
99,991 | $2,127,808 | |
| 8 | DLR |
Digital Realty Trust, Inc.
|
9,656 | $1,734,024 |
All Filings in IRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,766,055 | 37,733 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,678,878 | 36,018 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,855,304 | 34,422 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,464,838 | 33,989 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,124,692 | 30,464 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,680,834 | 31,158 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,278,591 | 31,192 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,810,759 | 32,069 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,986,496 | 33,324 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,640,191 | 32,916 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,391,986 | 34,181 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,992,585 | 33,517 | Shares | Other | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||