Position in IRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$884,043
+$171,106 QoQ
Shares Held
6,999
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#548
of 1,152 holders
Holding Since
Dec 2021
19 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, 2026Checchi Capital Advisers, LLC holds $4,180,840 across 7 REIT - Specialty names. IRM ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,119 | $1,166,434 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
6,999 | $884,043 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
3,666 | $658,340 | |
| 4 | AMT |
American Tower Corp /Ma/
|
3,770 | $616,658 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,287 | $356,726 | |
| 6 | CCI |
Crown Castle Inc.
|
3,518 | $266,418 | |
| 7 | SBAC |
Sba Communications Corp
|
1,316 | $232,221 |
All Filings in IRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,043 | 6,999 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $712,937 | 6,980 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $540,253 | 6,513 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $708,381 | 6,949 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $859,126 | 8,376 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $763,088 | 8,869 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $844,453 | 8,034 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $991,517 | 8,344 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $792,957 | 8,848 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $729,670 | 9,097 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $626,390 | 8,951 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $414,485 | 6,972 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $428,706 | 7,545 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $382,592 | 7,231 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $304,085 | 6,100 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $224,247 | 5,100 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $250,510 | 5,145 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $233,442 | 4,213 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $200,476 | 3,831 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||