Position in IRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$32,473,922
+$5,913,539 QoQ
Shares Held
257,097
-1.1% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#101
of 1,152 holders
Holding Since
Dec 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, 2026Cetera Investment Advisers holds $192,077,016 across 18 REIT - Specialty names. IRM ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
273,036 | $44,660,498 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
257,097 | $32,473,922 | |
| 3 | FRMI |
Fermi Inc.
|
3,170,950 | $29,045,902 | |
| 4 | EQIX |
Equinix Inc
|
25,008 | $26,068,089 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
86,282 | $15,494,521 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
73,475 | $11,460,630 | |
| 7 | CCI |
Crown Castle Inc.
|
143,158 | $10,841,355 | |
| 8 | RYN |
Rayonier Inc
|
407,256 | $8,666,407 |
All Filings in IRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,473,922 | 257,097 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $26,560,383 | 260,039 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,621,121 | 248,597 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,928,642 | 254,352 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,380,691 | 169,452 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,518,647 | 168,743 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $16,085,508 | 153,035 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,329,436 | 171,080 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,521,735 | 173,195 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $18,437,311 | 229,863 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $1,988,481 | 28,415 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,453,161 | 74,906 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,848,418 | 67,730 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,268,250 | 61,770 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,577,136 | 71,758 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,561,110 | 35,504 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,232,485 | 45,851 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,816,711 | 50,834 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,448,416 | 46,788 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,854,272 | 42,676 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,825,938 | 43,146 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $619,288 | 16,733 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,182,708 | 40,119 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||