Position in IRM
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$4,271,290
+$2,187,089 QoQ
Shares Held
41,818
+66.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026NewEdge Advisors, LLC holds $36,441,046 across 17 REIT - Specialty names. IRM ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
52,153 | $9,000,564 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
46,563 | $5,897,669 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
41,818 | $4,271,290 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
23,319 | $4,202,316 | |
| 5 | LAND |
GLADSTONE LAND Corp
|
312,709 | $3,189,631 | |
| 6 | EQIX |
Equinix Inc
|
2,787 | $2,731,928 | |
| 7 | WY |
Weyerhaeuser Co
|
89,800 | $2,193,814 | |
| 8 | CCI |
Crown Castle Inc.
|
24,472 | $1,989,818 |
All Filings in IRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,271,290 | 41,818 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,084,201 | 25,126 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,861,659 | 28,072 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,348,500 | 32,646 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,357,151 | 27,396 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,150,987 | 29,978 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,677,624 | 39,364 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,946,864 | 44,040 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,359,377 | 29,415 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,807,233 | 25,825 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,538,209 | 25,874 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,502,604 | 26,445 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $799,840 | 15,117 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,509,607 | 30,283 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,002,603 | 22,802 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,256,494 | 25,806 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,353,167 | 24,421 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,291,373 | 43,787 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,278,559 | 29,426 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $646,311 | 15,272 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||