Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$213,842
-$147,427 QoQ
Shares Held
1,693
-52.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#899
of 1,152 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $2,590,430 across 11 REIT - Specialty names. IRM ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
691 | $720,290 | |
| 2 | AMT |
American Tower Corp /Ma/
|
3,516 | $575,111 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
2,657 | $477,143 | |
| 4 | CCI |
Crown Castle Inc.
|
3,534 | $267,629 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
1,693 | $213,842 | |
| 6 | SBAC |
Sba Communications Corp
|
1,009 | $178,048 | |
| 7 | WY |
Weyerhaeuser Co
|
5,091 | $121,878 | |
| 8 | RYN |
Rayonier Inc
|
1,079 | $22,961 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,842 | 1,693 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $361,269 | 3,537 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,276 | 148 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $442,215 | 4,338 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $427,921 | 4,172 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $366,788 | 4,263 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $437,257 | 4,160 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $457,019 | 3,846 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $12,009 | 134 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $294,370 | 3,670 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $12,526 | 179 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $10,641 | 179 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $10,169 | 179 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $9,469 | 179 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $12,661 | 254 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $8,661 | 197 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $9,591 | 197 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $8,422 | 152 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $9,000 | 172 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $7,473 | 172 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $7,279 | 172 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $18,948 | 512 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $15,594 | 529 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $1,098 | 41 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,070 | 41 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,428 | 60 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||