Position in IRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$298,091
+$37,634 QoQ
Shares Held
2,360
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#805
of 1,151 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $1,809,609 across 6 REIT - Specialty names. IRM ranks #4 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
359 | $374,218 | |
| 2 | AMT |
American Tower Corp /Ma/
|
2,179 | $356,419 | |
| 3 | SBAC |
Sba Communications Corp
|
1,724 | $304,217 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
2,360 | $298,091 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
1,455 | $261,288 | |
| 6 | CCI |
Crown Castle Inc.
|
2,844 | $215,376 |
All Filings in IRM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,091 | 2,360 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $260,457 | 2,550 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $209,697 | 2,528 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $249,753 | 2,450 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $238,577 | 2,326 | Shares | Defined | 2025-08-12 | |
| 2024-12-31 | $257,099 | 2,446 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $595,694 | 5,013 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $458,495 | 5,116 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $401,771 | 5,009 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $314,840 | 4,499 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $279,296 | 4,698 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $263,587 | 4,639 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $240,846 | 4,552 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $259,668 | 5,209 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $215,804 | 4,908 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $238,629 | 4,901 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $298,216 | 5,382 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $280,070 | 5,352 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $321,660 | 7,403 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $312,829 | 7,392 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $270,506 | 7,309 | Shares | Defined | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||