Position in IRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$491,219
+$71,628 QoQ
Shares Held
3,889
-5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#670
of 1,151 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $3,138,843 across 6 REIT - Specialty names. IRM ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,153 | $1,201,875 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
3,889 | $491,219 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
2,305 | $413,931 | |
| 4 | AMT |
American Tower Corp /Ma/
|
2,410 | $394,203 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,518 | $392,757 | |
| 6 | WY |
Weyerhaeuser Co
|
10,228 | $244,858 |
All Filings in IRM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,219 | 3,889 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $419,591 | 4,108 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||