Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$404,697
+$37,300 QoQ
Shares Held
3,204
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#716
of 1,152 holders
Holding Since
Sep 2020
23 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, 2026Ellevest, Inc. holds $2,872,059 across 7 REIT - Specialty names. IRM ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
5,017 | $820,630 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
2,829 | $508,031 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
3,204 | $404,697 | |
| 4 | EQIX |
Equinix Inc
|
316 | $329,395 | |
| 5 | CCI |
Crown Castle Inc.
|
3,898 | $295,195 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
1,717 | $267,817 | |
| 7 | WY |
Weyerhaeuser Co
|
10,288 | $246,294 |
All Filings in IRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,697 | 3,204 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $367,397 | 3,597 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $352,537 | 4,250 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $595,023 | 5,837 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $668,346 | 6,516 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $585,760 | 6,808 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $745,335 | 7,091 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $832,047 | 7,002 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $580,468 | 6,477 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $474,522 | 5,916 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $365,295 | 5,220 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $291,186 | 4,898 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $224,285 | 4,239 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $184,993 | 3,711 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $173,373 | 3,943 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $161,553 | 3,318 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $72,033 | 1,300 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $33,386 | 638 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $16,771 | 386 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $15,023 | 355 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $9,437 | 255 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,474 | 50 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $750 | 28 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||