Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,361,740
+$767,487 QoQ
Shares Held
26,615
+4.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#323
of 1,151 holders
Holding Since
Dec 2025
3 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, 2026Meridian Wealth Advisors, LLC holds $3,809,967 across 2 REIT - Specialty names. IRM ranks #1 (88.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
26,615 | $3,361,740 | |
| 2 | EQIX |
Equinix Inc
|
430 | $448,227 |
All Filings in IRM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,361,740 | 26,615 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,594,253 | 25,399 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,685,046 | 20,314 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||