Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,020,075
+$238,958 QoQ
Shares Held
15,993
-8.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#388
of 1,152 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Summit Trail Advisors, LLC holds $28,963,689 across 12 REIT - Specialty names. IRM ranks #10 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
194,720 | $4,661,596 | |
| 2 | EPR |
Epr Properties
|
53,780 | $3,119,777 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
19,362 | $3,020,084 | |
| 4 | AMT |
American Tower Corp /Ma/
|
15,742 | $2,574,918 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
13,925 | $2,500,651 | |
| 6 | EQIX |
Equinix Inc
|
2,398 | $2,499,651 | |
| 7 | SBAC |
Sba Communications Corp
|
13,490 | $2,380,445 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
49,198 | $2,190,786 |
All Filings in IRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,020,075 | 15,993 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,781,117 | 17,438 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,242,673 | 14,981 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,505,144 | 14,765 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $644,447 | 6,283 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $311,378 | 3,619 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $599,547 | 5,704 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $567,650 | 4,777 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||