Position in IRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,263
+$242 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,128
of 1,152 holders
Holding Since
Sep 2025
4 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, 2026FINANCIAL CONSULATE, INC holds $262,470 across 11 REIT - Specialty names. IRM ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
1,048 | $163,467 | |
| 2 | AMT |
American Tower Corp /Ma/
|
488 | $79,822 | |
| 3 | CCI |
Crown Castle Inc.
|
95 | $7,194 | |
| 4 | EQIX |
Equinix Inc
|
5 | $5,211 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
47 | $2,092 | |
| 6 | IRM |
Iron Mountain Inc
This page
|
10 | $1,263 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
6 | $1,077 | |
| 8 | LAND |
GLADSTONE LAND Corp
|
100 | $853 |
All Filings in IRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,263 | 10 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,021 | 10 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $829 | 10 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,242 | 22 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||