Position in IRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$13,894
-$2,448 QoQ
Shares Held
110
-31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,058
of 1,149 holders
Holding Since
Jun 2021
21 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, 2026MV CAPITAL MANAGEMENT, INC. holds $220,514 across 11 REIT - Specialty names. IRM ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
86 | $89,645 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
262 | $47,049 | |
| 3 | AMT |
American Tower Corp /Ma/
|
257 | $42,037 | |
| 4 | CCI |
Crown Castle Inc.
|
283 | $21,431 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
110 | $13,894 | |
| 6 | SBAC |
Sba Communications Corp
|
23 | $4,058 | |
| 7 | WY |
Weyerhaeuser Co
|
43 | $1,029 | |
| 8 | FRMI |
Fermi Inc.
|
74 | $677 |
All Filings in IRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,894 | 110 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $16,342 | 160 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,857 | 155 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $18,655 | 183 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $13,436 | 131 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,152 | 118 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $10,721 | 102 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,001 | 101 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,962 | 100 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $7,619 | 95 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $6,578 | 94 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,934 | 83 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,716 | 83 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,232 | 80 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,788 | 76 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,209 | 73 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,116 | 64 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,380 | 61 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,244 | 62 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,563 | 59 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $677 | 16 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||