Position in IRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,375,504
+$818,637 QoQ
Shares Held
26,724
+6.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#61
of 397 holders
Holding Since
Dec 2020
23 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, 2026Merit Financial Group, LLC holds $34,484,250 across 12 REIT - Specialty names. IRM ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
96,502 | $15,052,379 | |
| 2 | EQIX |
Equinix Inc
|
4,772 | $4,974,280 | |
| 3 | AMT |
American Tower Corp /Ma/
|
20,853 | $3,410,922 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
26,724 | $3,375,504 | |
| 5 | SBAC |
Sba Communications Corp
|
18,584 | $3,279,330 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
8,497 | $1,525,885 | |
| 7 | CCI |
Crown Castle Inc.
|
12,931 | $979,261 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
19,621 | $873,719 |
All Filings in IRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,375,504 | 26,724 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,556,867 | 25,033 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,714,573 | 20,670 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,031,661 | 19,930 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,033,039 | 19,821 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,314,519 | 15,278 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,569,607 | 14,933 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $926,398 | 7,796 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $771,897 | 8,613 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $694,057 | 8,653 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $607,286 | 8,678 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $558,057 | 9,387 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $548,540 | 9,654 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $516,930 | 9,770 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $480,703 | 9,643 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $409,096 | 9,304 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $468,008 | 9,612 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $505,948 | 9,131 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $476,203 | 9,100 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $395,395 | 9,100 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $385,112 | 9,100 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $336,791 | 9,100 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $280,060 | 9,500 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||