Position in IRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,017,174
New position
Shares Held
8,053
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#520
of 1,157 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $5,452,461 across 7 REIT - Specialty names. IRM ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
11,450 | $1,872,876 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
8,053 | $1,017,174 | |
| 3 | WY |
Weyerhaeuser Co
|
36,495 | $873,690 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
4,022 | $627,351 | |
| 5 | EQIX |
Equinix Inc
|
557 | $580,611 | |
| 6 | FRMI |
Fermi Inc.
|
30,560 | $279,929 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
4,510 | $200,830 |
All Filings in IRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,174 | 8,053 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||