Position in IRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$226,221
-$89,894 QoQ
Shares Held
1,791
-42.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#885
of 1,152 holders
Holding Since
Mar 2024
8 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, 2026Dynamic Advisor Solutions LLC holds $18,372,149 across 6 REIT - Specialty names. IRM ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
48,348 | $7,541,321 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
36,022 | $6,468,830 | |
| 3 | AMT |
American Tower Corp /Ma/
|
17,307 | $2,830,905 | |
| 4 | EQIX |
Equinix Inc
|
813 | $847,463 | |
| 5 | CCI |
Crown Castle Inc.
|
6,040 | $457,409 | |
| 6 | IRM |
Iron Mountain Inc
This page
|
1,791 | $226,221 |
All Filings in IRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,221 | 1,791 | Shares | Sole | 2026-07-07 | |
| 2025-09-30 | $316,115 | 3,101 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $340,122 | 3,316 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $264,573 | 3,075 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $258,150 | 2,456 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $307,650 | 2,589 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $246,365 | 2,749 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $214,561 | 2,675 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||