Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$987,617
+$243,017 QoQ
Shares Held
7,819
+7.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#526
of 1,152 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Larson Financial Group LLC holds $10,373,472 across 16 REIT - Specialty names. IRM ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRMI |
Fermi Inc.
|
600,908 | $5,504,317 | |
| 2 | WY |
Weyerhaeuser Co
|
82,248 | $1,969,017 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
7,819 | $987,617 | |
| 4 | EQIX |
Equinix Inc
|
593 | $618,137 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
1,701 | $265,321 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
1,433 | $257,338 | |
| 7 | EPR |
Epr Properties
|
3,668 | $212,780 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
4,179 | $186,090 |
All Filings in IRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987,617 | 7,819 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $744,600 | 7,290 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $161,918 | 1,952 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $155,254 | 1,523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $251,193 | 2,449 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $142,740 | 1,659 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $58,651 | 558 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $66,188 | 557 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $38,446 | 429 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $62,804 | 783 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $86,285 | 1,233 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $73,480 | 1,236 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,647 | 29 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $13,015 | 246 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,266 | 226 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $11,124 | 253 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,726 | 56 | Shares | Sole | 2022-08-04 | |
| 2020-06-30 | $34,686 | 1,329 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $31,487 | 1,323 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||