Position in IRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$344,699
+$119,889 QoQ
Shares Held
2,729
+24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#767
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, 2026IFP Advisors, Inc holds $6,215,214 across 16 REIT - Specialty names. IRM ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
15,962 | $2,866,455 | |
| 2 | EQIX |
Equinix Inc
|
699 | $728,630 | |
| 3 | AMT |
American Tower Corp /Ma/
|
4,177 | $683,231 | |
| 4 | CCI |
Crown Castle Inc.
|
6,521 | $493,835 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
2,729 | $344,699 | |
| 6 | WY |
Weyerhaeuser Co
|
14,020 | $335,638 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
1,594 | $248,632 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
4,476 | $146,633 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,699 | 2,729 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $224,810 | 2,201 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $258,886 | 3,121 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $224,268 | 2,200 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $361,764 | 3,527 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $240,825 | 2,799 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $463,850 | 4,413 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $423,628 | 3,565 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $279,345 | 3,117 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $236,218 | 2,945 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $304,343 | 4,349 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $268,832 | 4,522 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $258,019 | 4,541 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $259,735 | 4,909 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $202 | 4,951 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $222,576 | 5,062 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,947 | 40 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $211,112 | 3,810 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $199,377 | 3,810 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $190,962 | 4,395 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $175,416 | 4,145 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $137,603 | 3,718 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $105,656 | 3,584 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $76,351 | 2,850 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $86,495 | 3,314 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $33,700 | 1,416 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||