Position in IRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$29,809
+$5,704 QoQ
Shares Held
236
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,027
of 1,151 holders
Holding Since
Sep 2020
24 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, 2026IAG Wealth Partners, LLC holds $32,535 across 2 REIT - Specialty names. IRM ranks #1 (91.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
236 | $29,809 | |
| 2 | CCI |
Crown Castle Inc.
|
36 | $2,726 |
All Filings in IRM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,809 | 236 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $24,105 | 236 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $24,470 | 295 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,072 | 295 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $30,258 | 295 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $25,381 | 295 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $31,007 | 295 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $35,054 | 295 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $26,437 | 295 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $23,661 | 295 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $20,644 | 295 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $17,537 | 295 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $16,761 | 295 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $15,608 | 295 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $14,705 | 295 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $12,971 | 295 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $14,363 | 295 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $16,345 | 295 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $15,437 | 295 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,817 | 295 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $12,484 | 295 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $10,917 | 295 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $8,696 | 295 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,903 | 295 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||