Position in IRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,372,228
+$110,440 QoQ
Shares Held
18,781
-15.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#368
of 1,151 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 1%
None 99%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026GeoWealth Management, LLC holds $15,866,163 across 9 REIT - Specialty names. IRM ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
4,644 | $4,840,859 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
18,340 | $3,293,497 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
18,781 | $2,372,228 | |
| 4 | AMT |
American Tower Corp /Ma/
|
11,639 | $1,903,791 | |
| 5 | CCI |
Crown Castle Inc.
|
18,604 | $1,408,880 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
12,993 | $578,578 | |
| 7 | SBAC |
Sba Communications Corp
|
3,075 | $542,614 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
3,248 | $506,623 |
All Filings in IRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,372,228 | 18,781 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $2,261,788 | 22,144 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,691,848 | 20,396 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,387,332 | 23,419 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,423,934 | 23,632 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,044,310 | 23,760 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $2,862,040 | 27,229 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,583,245 | 21,739 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,047,996 | 22,852 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,038,960 | 12,953 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $196,993 | 2,815 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $38,345 | 645 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $17,955 | 316 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $18,042 | 341 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $19,391 | 389 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $19,786 | 450 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $18,404 | 378 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $17,952 | 324 | Shares | Other | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||