Position in IRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$351,015
+$65,738 QoQ
Shares Held
2,779
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#749
of 1,128 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $49,062,114 across 6 REIT - Specialty names. IRM ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
89,116 | $16,003,451 | |
| 2 | AMT |
American Tower Corp /Ma/
|
91,445 | $14,957,658 | |
| 3 | EQIX |
Equinix Inc
|
10,564 | $11,011,807 | |
| 4 | BXDC |
Blackstone Digital Infrastructure Trust Inc.
|
306,975 | $6,639,869 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
2,779 | $351,015 | |
| 6 | FRMI |
Fermi Inc.
|
10,733 | $98,314 |
All Filings in IRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,015 | 2,779 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $285,277 | 2,793 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $331,800 | 4,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $387,372 | 3,800 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $764,043 | 7,449 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $666,551 | 7,747 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $562,758 | 5,354 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $320,009 | 2,693 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $241,974 | 2,700 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $275,280 | 3,432 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||