Position in IRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$10,610
+$3,052 QoQ
Shares Held
84
+13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,070
of 1,151 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026High Note Wealth, LLC holds $155,237 across 7 REIT - Specialty names. IRM ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
370 | $66,444 | |
| 2 | AMT |
American Tower Corp /Ma/
|
176 | $28,788 | |
| 3 | EQIX |
Equinix Inc
|
24 | $25,017 | |
| 4 | CCI |
Crown Castle Inc.
|
225 | $17,039 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
84 | $10,610 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
38 | $5,927 | |
| 7 | WY |
Weyerhaeuser Co
|
59 | $1,412 |
All Filings in IRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,610 | 84 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,558 | 74 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,147 | 50 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,606 | 55 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,820 | 47 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,904 | 57 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,255 | 50 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||