Position in IRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,902,076
+$1,773,419 QoQ
Shares Held
70,478
+1.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#213
of 1,152 holders
Holding Since
Mar 2020
26 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, 2026Wealthfront Advisers LLC holds $45,558,102 across 7 REIT - Specialty names. IRM ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
73,066 | $11,951,405 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
70,478 | $8,902,076 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
49,421 | $8,875,023 | |
| 4 | CCI |
Crown Castle Inc.
|
86,394 | $6,542,617 | |
| 5 | EQIX |
Equinix Inc
|
5,762 | $6,006,251 | |
| 6 | WY |
Weyerhaeuser Co
|
72,522 | $1,736,176 | |
| 7 | SBAC |
Sba Communications Corp
|
8,753 | $1,544,554 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,902,076 | 70,478 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,128,657 | 69,793 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,594,065 | 67,439 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,564,049 | 74,201 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,793,371 | 75,981 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,520,197 | 75,781 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,609,543 | 72,396 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $8,204,023 | 69,040 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,127,140 | 68,368 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,565,370 | 69,385 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,975,997 | 71,106 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,179,691 | 70,306 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,936,944 | 69,288 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,691,213 | 69,764 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,480,227 | 69,814 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,182,680 | 72,383 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,688,116 | 96,285 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $5,309,053 | 95,814 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,325,283 | 82,654 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,027,467 | 92,692 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,203,179 | 52,060 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,543,539 | 41,706 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,043,739 | 35,405 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $858,699 | 32,053 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $795,919 | 30,495 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,733,425 | 72,833 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||