Position in IRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$640,391
+$242,045 QoQ
Shares Held
5,070
+30.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#605
of 1,152 holders
Holding Since
Jun 2021
21 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, 2026Bogart Wealth, LLC holds $14,309,543 across 9 REIT - Specialty names. IRM ranks #2 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
75,354 | $13,532,071 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
5,070 | $640,391 | |
| 3 | EQIX |
Equinix Inc
|
46 | $47,949 | |
| 4 | AMT |
American Tower Corp /Ma/
|
241 | $39,420 | |
| 5 | CCI |
Crown Castle Inc.
|
267 | $20,219 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
102 | $15,909 | |
| 7 | WY |
Weyerhaeuser Co
|
471 | $11,275 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
53 | $1,736 |
All Filings in IRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,391 | 5,070 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $398,346 | 3,900 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $325,081 | 3,919 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $398,789 | 3,912 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $400,740 | 3,907 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $336,158 | 3,907 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $417,391 | 3,971 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $485,182 | 4,083 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $372,639 | 4,158 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $331,989 | 4,139 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $287,547 | 4,109 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $244,280 | 4,109 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $231,598 | 4,076 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $214,073 | 4,046 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $201,693 | 4,046 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $177,902 | 4,046 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $142,564 | 2,928 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $162,240 | 2,928 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $100,682 | 1,924 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $74,907 | 1,724 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $36,268 | 857 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||