Position in IRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$754,828
+$103,175 QoQ
Shares Held
5,976
-6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#571
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, 2026Summit Financial, LLC holds $5,521,662 across 8 REIT - Specialty names. IRM ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
9,491 | $1,704,393 | |
| 2 | AMT |
American Tower Corp /Ma/
|
5,737 | $938,401 | |
| 3 | WY |
Weyerhaeuser Co
|
35,270 | $844,363 | |
| 4 | IRM |
Iron Mountain Inc
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|
5,976 | $754,828 | |
| 5 | EQIX |
Equinix Inc
|
649 | $676,511 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
1,717 | $267,817 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
5,444 | $242,421 | |
| 8 | FRMI |
Fermi Inc.
|
10,145 | $92,928 |
All Filings in IRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,828 | 5,976 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $651,653 | 6,380 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $554,106 | 6,680 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,193,819 | 11,711 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,218,736 | 11,882 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $531,641 | 6,179 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $644,849 | 6,135 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $521,782 | 4,391 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $375,238 | 4,187 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $262,206 | 3,269 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||