Position in IRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,199
+$895 QoQ
Shares Held
57
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,085
of 1,152 holders
Holding Since
Sep 2020
7 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, 2026Capital Analysts, LLC holds $17,369,878 across 10 REIT - Specialty names. IRM ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
75,234 | $12,306,024 | |
| 2 | EQIX |
Equinix Inc
|
4,338 | $4,521,886 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
1,892 | $339,764 | |
| 4 | WY |
Weyerhaeuser Co
|
6,339 | $151,755 | |
| 5 | CCI |
Crown Castle Inc.
|
224 | $16,963 | |
| 6 | OUT |
OUTFRONT Media Inc.
|
348 | $11,400 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
60 | $9,358 | |
| 8 | IRM |
Iron Mountain Inc
This page
|
57 | $7,199 |
All Filings in IRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,199 | 57 | Shares | Defined | 2026-08-05 | |
| 2025-12-31 | $6,304 | 76 | Shares | Defined | 2026-05-15 | |
| 2024-12-31 | $31,533 | 300 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $35,649 | 300 | Shares | Defined | 2024-11-13 | |
| 2023-09-30 | $18,905 | 318 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $17,955 | 316 | Shares | Defined | 2023-08-11 | |
| 2020-09-30 | $4,018 | 150 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||