Position in IRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$235,694
+$22,659 QoQ
Shares Held
1,866
-24.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#870
of 1,152 holders
Holding Since
Mar 2021
13 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, 2026Belpointe Asset Management LLC holds $3,403,440 across 6 REIT - Specialty names. IRM ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
7,471 | $1,222,031 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
6,357 | $1,141,590 | |
| 3 | WY |
Weyerhaeuser Co
|
12,725 | $304,636 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
1,712 | $267,037 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
1,866 | $235,694 | |
| 6 | EQIX |
Equinix Inc
|
223 | $232,452 |
All Filings in IRM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,694 | 1,866 | Shares | Sole | 2026-07-31 | |
| 2025-03-31 | $213,035 | 2,476 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $762,047 | 7,250 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $848,208 | 7,138 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $683,979 | 7,632 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $632,937 | 7,891 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $562,149 | 8,033 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $430,774 | 7,246 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $214,040 | 3,767 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $379,153 | 7,166 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $181,254 | 3,636 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $119,598 | 2,720 | Shares | Sole | 2022-11-14 | |
| 2021-03-31 | $109,216 | 2,951 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||