Position in IRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$364,274
+$222,931 QoQ
Shares Held
2,884
+69.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#747
of 1,152 holders
Holding Since
Sep 2022
12 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, 2026EverSource Wealth Advisors, LLC holds $3,251,197 across 16 REIT - Specialty names. IRM ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
4,378 | $716,103 | |
| 2 | EQIX |
Equinix Inc
|
683 | $711,946 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
2,513 | $391,973 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
2,884 | $364,274 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
1,935 | $347,484 | |
| 6 | EPR |
Epr Properties
|
2,464 | $142,934 | |
| 7 | WY |
Weyerhaeuser Co
|
4,797 | $114,835 | |
| 8 | CCI |
Crown Castle Inc.
|
1,476 | $111,773 |
All Filings in IRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,274 | 2,884 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $141,343 | 1,704 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $132,825 | 1,303 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $135,594 | 1,322 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $87,930 | 1,022 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $255,099 | 2,427 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $199,157 | 1,676 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $116,773 | 1,303 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $24,772 | 354 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $24,017 | 404 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $227 | 4 | Shares | Sole | 2023-08-04 | |
| 2022-09-30 | $6,595 | 150 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||