Position in IRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,431
+$1,652 QoQ
Shares Held
43
+16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,092
of 1,152 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $58,990 across 7 REIT - Specialty names. IRM ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
19 | $19,805 | |
| 2 | AMT |
American Tower Corp /Ma/
|
89 | $14,557 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
38 | $6,824 | |
| 4 | CCI |
Crown Castle Inc.
|
82 | $6,209 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
43 | $5,431 | |
| 6 | SBAC |
Sba Communications Corp
|
23 | $4,058 | |
| 7 | WY |
Weyerhaeuser Co
|
88 | $2,106 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,431 | 43 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,779 | 37 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $3,069 | 37 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $3,771 | 37 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $3,179 | 31 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $2,667 | 31 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $16,397 | 156 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $4,634 | 39 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $3,495 | 39 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $3,128 | 39 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $2,729 | 39 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $2,318 | 39 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $2,215 | 39 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $2,063 | 39 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $1,944 | 39 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $1,714 | 39 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $2,970 | 61 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $2,160 | 39 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $2,040 | 39 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $1,868 | 43 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,650 | 39 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $20,022 | 541 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $678 | 23 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $616 | 23 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $600 | 23 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $547 | 23 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||