Position in IRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$203,485
-$33,012 QoQ
Shares Held
1,611
-28.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#913
of 1,151 holders
Holding Since
Mar 2024
5 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 Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $12,098,206 across 7 REIT - Specialty names. IRM ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
44,366 | $7,967,246 | |
| 2 | CCI |
Crown Castle Inc.
|
17,487 | $1,324,290 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
7,895 | $1,231,462 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
16,852 | $750,419 | |
| 5 | AMT |
American Tower Corp /Ma/
|
2,116 | $346,114 | |
| 6 | EQIX |
Equinix Inc
|
264 | $275,190 | |
| 7 | IRM |
Iron Mountain Inc
This page
|
1,611 | $203,485 |
All Filings in IRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,485 | 1,611 | Shares | Sole | 2026-07-23 | |
| 2024-12-31 | $236,497 | 2,250 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $291,133 | 2,450 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $241,974 | 2,700 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $220,577 | 2,750 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||