Position in IRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,548,549
+$578,981 QoQ
Shares Held
36,011
-7.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#289
of 1,152 holders
Holding Since
Sep 2023
12 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, 2026Trinity Legacy Partners, LLC holds $8,254,182 across 2 REIT - Specialty names. IRM ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
36,011 | $4,548,549 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
20,635 | $3,705,633 |
All Filings in IRM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,548,549 | 36,011 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,969,568 | 38,864 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,277,022 | 39,506 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,943,854 | 38,688 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,945,457 | 38,466 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,324,757 | 38,642 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,674,136 | 44,469 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $5,041,956 | 42,430 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,917,449 | 54,870 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,374,412 | 54,537 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,227,071 | 60,404 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,571,280 | 60,072 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||