Position in IRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$86,269
+$19,368 QoQ
Shares Held
683
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#957
of 1,152 holders
Holding Since
Jun 2021
21 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, 2026Avion Wealth holds $177,484 across 13 REIT - Specialty names. IRM ranks #1 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
683 | $86,269 | |
| 2 | EQIX |
Equinix Inc
|
26 | $27,102 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
91 | $16,341 | |
| 4 | AMT |
American Tower Corp /Ma/
|
89 | $14,557 | |
| 5 | CCI |
Crown Castle Inc.
|
96 | $7,270 | |
| 6 | UNIT |
Uniti Group Inc.
|
602 | $6,904 | |
| 7 | RYN |
Rayonier Inc
|
250 | $5,320 | |
| 8 | WY |
Weyerhaeuser Co
|
217 | $5,194 |
All Filings in IRM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,269 | 683 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $66,901 | 655 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $52,258 | 630 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $74,722 | 733 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $76,106 | 742 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $73 | 699 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $73,471 | 699 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $108,372 | 912 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $91,950 | 1,026 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $85,904 | 1,071 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $73,758 | 1,054 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $64,681 | 1,088 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $72,104 | 1,269 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $67,142 | 1,269 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $55 | 1,269 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $55,797 | 1,269 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $47,180 | 969 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $53,692 | 969 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $50,707 | 969 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $50,793 | 1,169 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $45,240 | 1,069 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||