Position in IRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,118,345
+$408,624 QoQ
Shares Held
16,771
+0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#381
of 1,152 holders
Holding Since
Mar 2024
10 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, 2026Claro Advisors Inc. holds $2,395,269 across 2 REIT - Specialty names. IRM ranks #1 (88.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
16,771 | $2,118,345 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,693 | $276,924 |
All Filings in IRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,118,345 | 16,771 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,709,721 | 16,739 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,369,919 | 16,515 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,652,753 | 16,213 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,672,403 | 16,305 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,423,875 | 16,549 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,744,615 | 16,598 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,986,481 | 16,717 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,488,946 | 16,614 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,445,303 | 18,019 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||