Position in IRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,262,037
+$289,535 QoQ
Shares Held
12,356
+5.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Advisory Services Network, LLC holds $15,806,126 across 15 REIT - Specialty names. IRM ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
43,181 | $7,452,170 | |
| 2 | WY |
Weyerhaeuser Co
|
70,652 | $1,726,026 | |
| 3 | RYN |
Rayonier Inc
|
65,320 | $1,346,898 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
12,356 | $1,262,037 | |
| 5 | CCI |
Crown Castle Inc.
|
13,500 | $1,097,680 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
5,885 | $1,060,532 | |
| 7 | EQIX |
Equinix Inc
|
511 | $500,897 | |
| 8 | FRMI |
Fermi Inc.
|
84,825 | $495,377 |
All Filings in IRM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,262,037 | 12,356 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $972,502 | 11,724 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,238,466 | 12,149 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,196,372 | 11,664 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,033,854 | 12,016 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,974,189 | 28,296 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,175,255 | 26,721 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,394,734 | 26,721 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,028,028 | 25,284 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,627,593 | 23,258 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,562,999 | 26,291 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,430,328 | 25,173 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,357,616 | 25,659 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,262,101 | 25,318 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,131,259 | 25,728 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,287,849 | 26,450 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,421,153 | 25,648 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $1,834,899 | 35,064 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,306,195 | 53,077 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,601,474 | 85,101 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,489,625 | 67,269 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $326,461 | 11,074 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $303,369 | 11,324 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $206,163 | 7,899 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $188,995 | 7,941 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||