Position in IRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$386,634
+$82,257 QoQ
Shares Held
3,061
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#731
of 1,151 holders
Holding Since
Mar 2023
14 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, 2026Onyx Bridge Wealth Group LLC holds $484,336 across 2 REIT - Specialty names. IRM ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
3,061 | $386,634 | |
| 2 | LAND |
GLADSTONE LAND Corp
|
11,454 | $97,702 |
All Filings in IRM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,634 | 3,061 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $304,377 | 2,980 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $245,117 | 2,955 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $310,713 | 3,048 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $306,274 | 2,986 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $302,860 | 3,520 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $384,807 | 3,661 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $433,016 | 3,644 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $347,546 | 3,878 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $311,054 | 3,878 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $268,583 | 3,838 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $226,623 | 3,812 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $214,154 | 3,769 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $201,957 | 3,817 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||