Position in IRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,323,093
+$651,777 QoQ
Shares Held
18,392
+12.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#371
of 1,152 holders
Holding Since
Sep 2021
18 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, 2026Integrated Wealth Concepts LLC holds $31,202,679 across 16 REIT - Specialty names. IRM ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
113,985 | $18,644,526 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
18,095 | $2,822,458 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
18,392 | $2,323,093 | |
| 4 | EQIX |
Equinix Inc
|
2,187 | $2,279,706 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
8,651 | $1,553,546 | |
| 6 | SBAC |
Sba Communications Corp
|
4,966 | $876,300 | |
| 7 | WY |
Weyerhaeuser Co
|
34,919 | $835,960 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
14,954 | $665,901 |
All Filings in IRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,323,093 | 18,392 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,671,316 | 16,363 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $542,327 | 6,538 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $782,083 | 7,672 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $857,177 | 8,357 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $666,379 | 7,745 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,028,080 | 9,781 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,325,905 | 11,158 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $996,843 | 11,123 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $880,705 | 10,980 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $720,514 | 10,296 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $685,399 | 11,529 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $656,782 | 11,559 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $465,449 | 8,797 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $290,725 | 5,832 | Shares | Other | 2023-02-13 | |
| 2022-03-31 | $243,028 | 4,386 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $211,779 | 4,047 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $528,352 | 12,160 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||