Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$408,360
-$29,207 QoQ
Shares Held
3,233
-24.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#713
of 1,152 holders
Holding Since
Dec 2021
7 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, 2026Wealthspire Advisors, LLC holds $6,372,389 across 7 REIT - Specialty names. IRM ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
15,010 | $2,695,495 | |
| 2 | AMT |
American Tower Corp /Ma/
|
6,893 | $1,127,488 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
6,496 | $1,013,246 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
3,233 | $408,360 | |
| 5 | CCI |
Crown Castle Inc.
|
5,113 | $387,207 | |
| 6 | WY |
Weyerhaeuser Co
|
15,870 | $379,927 | |
| 7 | EQIX |
Equinix Inc
|
346 | $360,666 |
All Filings in IRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,360 | 3,233 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $437,567 | 4,284 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $83,998 | 824 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $205,338 | 1,728 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $344,651 | 4,925 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $285,835 | 4,808 | Shares | Sole | 2023-11-06 | |
| 2021-12-31 | $228,943 | 4,375 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||