Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$520,649
+$92,989 QoQ
Shares Held
4,122
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#655
of 1,152 holders
Holding Since
Jun 2020
11 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, 2026Stratos Wealth Partners, LTD. holds $10,003,585 across 7 REIT - Specialty names. IRM ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
5,011 | $5,223,416 | |
| 2 | AMT |
American Tower Corp /Ma/
|
10,731 | $1,755,269 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
6,880 | $1,235,510 | |
| 4 | CCI |
Crown Castle Inc.
|
8,254 | $625,075 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
4,122 | $520,649 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
2,726 | $425,201 | |
| 7 | EPR |
Epr Properties
|
3,766 | $218,465 |
All Filings in IRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,649 | 4,122 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $427,660 | 4,187 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $427,939 | 5,159 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $524,685 | 5,147 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $527,209 | 5,140 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $284,964 | 3,312 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $335,721 | 3,194 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $378,592 | 3,186 | Shares | Sole | 2024-10-17 | |
| 2021-06-30 | $211,853 | 5,006 | Shares | Sole | 2021-07-19 | |
| 2020-09-30 | $260,104 | 9,709 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $226,730 | 8,687 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||