Position in IRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$277,882
+$53,174 QoQ
Shares Held
2,200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#827
of 1,152 holders
Holding Since
Dec 2023
9 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, 2026Community Bank & Trust, Waco, Texas holds $499,392 across 2 REIT - Specialty names. IRM ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
2,200 | $277,882 | |
| 2 | CCI |
Crown Castle Inc.
|
2,925 | $221,510 |
All Filings in IRM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,882 | 2,200 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $224,708 | 2,200 | Shares | Sole | 2026-04-17 | |
| 2025-09-30 | $224,268 | 2,200 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $225,654 | 2,200 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $231,242 | 2,200 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $273,309 | 2,300 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $206,126 | 2,300 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $264,693 | 3,300 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $230,934 | 3,300 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||