Position in IRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$966,776
+$273,348 QoQ
Shares Held
7,654
+12.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#532
of 1,152 holders
Holding Since
Mar 2020
14 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, 2026HighPoint Advisor Group LLC holds $1,590,277 across 2 REIT - Specialty names. IRM ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
7,654 | $966,776 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
3,472 | $623,501 |
All Filings in IRM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966,776 | 7,654 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $693,428 | 6,789 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $551,119 | 6,644 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $1,674,160 | 16,423 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,613,220 | 15,728 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,348,763 | 15,676 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,864,651 | 17,740 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,201,563 | 18,527 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,852 | 18,287 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,445,865 | 18,026 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,280,214 | 18,294 | Shares | Sole | 2024-03-26 | |
| 2022-06-30 | $554,822 | 11,395 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $413,339 | 9,513 | Shares | Sole | 2021-11-15 | |
| 2020-03-31 | $272,129 | 11,434 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||