Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,266,454
+$3,084,777 QoQ
Shares Held
128,782
-0.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#156
of 1,151 holders
Holding Since
Mar 2020
26 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, 2026Mutual Advisors, LLC holds $20,211,548 across 6 REIT - Specialty names. IRM ranks #1 (80.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
128,782 | $16,266,454 | |
| 2 | CCI |
Crown Castle Inc.
|
13,114 | $993,123 | |
| 3 | EQIX |
Equinix Inc
|
840 | $875,607 | |
| 4 | SBAC |
Sba Communications Corp
|
4,112 | $725,603 | |
| 5 | AMT |
American Tower Corp /Ma/
|
4,433 | $725,105 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
3,484 | $625,656 |
All Filings in IRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,266,454 | 128,782 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,181,677 | 129,055 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,188,997 | 122,833 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $12,501,513 | 122,636 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $13,586,011 | 132,456 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,223,315 | 130,443 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $12,702,017 | 120,845 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $14,713,887 | 123,823 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $10,933,102 | 121,994 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,240,972 | 127,677 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,090,192 | 129,897 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $8,210,342 | 138,105 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,259,525 | 145,363 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,755,176 | 165,473 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $8,319,616 | 166,893 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $7,365,722 | 167,517 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,253,344 | 169,508 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,284,167 | 167,554 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $8,857,428 | 169,261 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,122,801 | 163,931 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,866,800 | 162,259 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,623,521 | 151,946 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,452,845 | 117,125 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,237,581 | 83,523 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,578,501 | 60,479 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $933,079 | 39,205 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||