Position in IRM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,748,761
+$603,057 QoQ
Shares Held
13,845
+23.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#416
of 1,152 holders
Holding Since
Mar 2022
13 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, 2026Beacon Pointe Advisors, LLC holds $15,596,161 across 9 REIT - Specialty names. IRM ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
21,953 | $3,590,852 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
18,299 | $3,286,134 | |
| 3 | FRMI |
Fermi Inc.
|
211,002 | $1,932,778 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
13,845 | $1,748,761 | |
| 5 | EQIX |
Equinix Inc
|
1,373 | $1,431,201 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
8,638 | $1,347,355 | |
| 7 | SBAC |
Sba Communications Corp
|
5,883 | $1,038,114 | |
| 8 | WY |
Weyerhaeuser Co
|
31,417 | $752,122 |
All Filings in IRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,748,761 | 13,845 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,145,704 | 11,217 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $578,244 | 6,971 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $918,785 | 9,013 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $801,379 | 7,813 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $616,734 | 7,168 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $766,146 | 7,289 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,352,285 | 11,380 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,053,662 | 11,757 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,292,022 | 16,108 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $896,933 | 12,817 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,084,189 | 18,237 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $301,042 | 5,433 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||