Position in IRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$540,101
+$157,281 QoQ
Shares Held
4,276
+14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#640
of 1,152 holders
Holding Since
Dec 2020
16 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, 2026Perigon Wealth Management, LLC holds $18,496,118 across 9 REIT - Specialty names. IRM ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
13,921 | $14,511,111 | |
| 2 | AMT |
American Tower Corp /Ma/
|
6,497 | $1,062,714 | |
| 3 | FRMI |
Fermi Inc.
|
81,112 | $742,985 | |
| 4 | IRM |
Iron Mountain Inc
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|
4,276 | $540,101 | |
| 5 | SBAC |
Sba Communications Corp
|
2,462 | $434,444 | |
| 6 | OUT |
OUTFRONT Media Inc.
|
11,011 | $360,720 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
7,159 | $318,790 | |
| 8 | DLR |
Digital Realty Trust, Inc.
|
1,761 | $316,240 |
All Filings in IRM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,101 | 4,276 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $382,820 | 3,748 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $273,486 | 3,297 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $341,804 | 3,353 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $348,738 | 3,400 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $320,757 | 3,728 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $429,269 | 4,084 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $515,484 | 4,338 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $374,432 | 4,178 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $350,597 | 4,371 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $274,741 | 3,926 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $209,264 | 3,520 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $223,650 | 4,227 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $228,163 | 4,577 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $559,650 | 12,728 | Shares | Sole | 2022-12-13 | |
| 2020-12-31 | $42,569 | 1,444 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||