Position in IRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,263
+$242 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,130
of 1,152 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $254,926 across 10 REIT - Specialty names. IRM ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
667 | $109,101 | |
| 2 | EQIX |
Equinix Inc
|
86 | $89,645 | |
| 3 | CCI |
Crown Castle Inc.
|
276 | $20,901 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
55 | $8,578 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
46 | $8,260 | |
| 6 | WY |
Weyerhaeuser Co
|
344 | $8,235 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
100 | $4,453 | |
| 8 | EPR |
Epr Properties
|
71 | $4,118 |
All Filings in IRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,263 | 10 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,021 | 10 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1 | 10 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,019 | 10 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,025 | 10 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $946 | 11 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1 | 11 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1 | 11 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $985 | 11 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1 | 15 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $279 | 4 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $237 | 4 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $227 | 4 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $211 | 4 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $997 | 20 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,957 | 90 | Shares | Sole | 2022-11-09 | |
| 2021-12-31 | $575 | 11 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||