Position in IRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,251,850
+$617,967 QoQ
Shares Held
25,745
-0.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#325
of 1,152 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Independent Advisor Alliance holds $10,472,793 across 6 REIT - Specialty names. IRM ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
19,159 | $3,440,572 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
25,745 | $3,251,850 | |
| 3 | AMT |
American Tower Corp /Ma/
|
14,562 | $2,381,905 | |
| 4 | EQIX |
Equinix Inc
|
660 | $687,976 | |
| 5 | CCI |
Crown Castle Inc.
|
4,968 | $376,226 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
2,143 | $334,264 |
All Filings in IRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,251,850 | 25,745 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,633,883 | 25,787 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,220,322 | 26,767 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,722,409 | 26,706 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,782,928 | 27,132 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,381,156 | 27,675 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,131,873 | 39,310 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,735,256 | 39,849 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,408,138 | 49,187 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,879,436 | 48,366 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,381,573 | 48,322 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,898,187 | 48,750 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,694,461 | 47,421 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,523,701 | 47,698 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,426,997 | 48,686 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,102,161 | 47,809 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,141,727 | 43,987 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,415,709 | 43,597 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,854,208 | 35,433 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,520,185 | 34,987 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $587,528 | 13,883 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $469,212 | 12,678 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $319,356 | 10,833 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $227,956 | 8,509 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||