Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$183,781
New position
Shares Held
1,455
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#924
of 1,152 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Derivatives in IRM
reported options exposure · as of Jun 30, 2026CallValue
$101,048
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $5,154,392 across 7 REIT - Specialty names. IRM ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,714 | $1,786,656 | |
| 2 | AMT |
American Tower Corp /Ma/
|
9,940 | $1,625,885 | |
| 3 | SBAC |
Sba Communications Corp
|
5,431 | $958,354 | |
| 4 | CCI |
Crown Castle Inc.
|
4,299 | $325,563 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
1,355 | $211,352 | |
| 6 | IRM |
Iron Mountain Inc
This page
|
1,455 | $183,781 | |
| 7 | SELF |
Global Self Storage, Inc.
|
11,985 | $62,801 |
All Filings in IRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,048 | 800 | Call | Sole | 2026-08-11 | |
| 2026-06-30 | $183,781 | 1,455 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||