Position in IRM
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$509,780
+$112,035 QoQ
Shares Held
4,991
+4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $2,453,357 across 7 REIT - Specialty names. IRM ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
26,053 | $636,474 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
4,991 | $509,780 | |
| 3 | AMT |
American Tower Corp /Ma/
|
2,142 | $369,666 | |
| 4 | CCI |
Crown Castle Inc.
|
3,905 | $317,515 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,186 | $276,878 | |
| 6 | EPR |
Epr Properties
|
4,397 | $219,674 | |
| 7 | FRMI |
Fermi Inc.
|
21,125 | $123,370 |
All Filings in IRM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $509,780 | 4,991 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $397,745 | 4,795 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $681,163 | 6,682 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $703,835 | 6,862 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $9,645,084 | 112,100 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,877,640 | 113,002 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $864,607 | 7,276 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,476,200 | 27,630 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,565,115 | 31,980 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,231,452 | 31,887 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,907,156 | 32,080 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,471,556 | 43,498 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,172,325 | 41,057 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,001,028 | 40,141 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,764,999 | 40,141 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,954,465 | 40,141 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,224,212 | 40,141 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,100,578 | 40,141 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,354,513 | 77,204 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||