Position in IRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$78,564
+$25,043 QoQ
Shares Held
622
+18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#968
of 1,152 holders
Holding Since
Sep 2022
11 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, 2026Crewe Advisors LLC holds $132,319 across 9 REIT - Specialty names. IRM ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
622 | $78,564 | |
| 2 | EQIX |
Equinix Inc
|
12 | $12,508 | |
| 3 | EPR |
Epr Properties
|
206 | $11,950 | |
| 4 | AMT |
American Tower Corp /Ma/
|
44 | $7,197 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
128 | $5,699 | |
| 6 | CCI |
Crown Castle Inc.
|
69 | $5,225 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
29 | $5,207 | |
| 8 | SBAC |
Sba Communications Corp
|
28 | $4,940 |
All Filings in IRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,564 | 622 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $53,521 | 524 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $41,889 | 505 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $50,970 | 500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $51,490 | 502 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $43,450 | 505 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $525 | 5 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $356 | 3 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $416 | 7 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $284 | 5 | Shares | Sole | 2023-07-28 | |
| 2022-09-30 | $131 | 3 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||