Position in IRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$21,977
+$3,388 QoQ
Shares Held
174
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,023
of 1,128 holders
Holding Since
Sep 2023
10 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, 2026Cornerstone Planning Group LLC holds $237,310 across 12 REIT - Specialty names. IRM ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
50 | $52,119 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
287 | $51,539 | |
| 3 | AMT |
American Tower Corp /Ma/
|
202 | $33,041 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
188 | $29,324 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
174 | $21,977 | |
| 6 | CCI |
Crown Castle Inc.
|
286 | $21,658 | |
| 7 | SBAC |
Sba Communications Corp
|
45 | $7,940 | |
| 8 | WY |
Weyerhaeuser Co
|
274 | $6,559 |
All Filings in IRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,977 | 174 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $18,589 | 182 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,884 | 83 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,766 | 86 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,923 | 48 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,151 | 25 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,997 | 19 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,257 | 19 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,433 | 16 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $891 | 15 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||