Position in IRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,415,422
+$1,172,020 QoQ
Shares Held
27,040
+23.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#321
of 1,152 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Naviter Wealth, LLC holds $29,519,668 across 8 REIT - Specialty names. IRM ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
8,310 | $8,662,260 | |
| 2 | AMT |
American Tower Corp /Ma/
|
35,800 | $5,855,806 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
30,010 | $5,389,195 | |
| 4 | IRM |
Iron Mountain Inc
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|
27,040 | $3,415,422 | |
| 5 | CCI |
Crown Castle Inc.
|
30,039 | $2,274,853 | |
| 6 | SBAC |
Sba Communications Corp
|
8,998 | $1,587,787 | |
| 7 | WY |
Weyerhaeuser Co
|
55,772 | $1,335,181 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
22,438 | $999,164 |
All Filings in IRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,415,422 | 27,040 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,243,402 | 21,964 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,641,912 | 19,794 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,345,129 | 23,005 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,291,516 | 22,341 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,786,964 | 20,769 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,103,881 | 20,016 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,077,742 | 17,485 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,710,397 | 19,085 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,476,826 | 18,412 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,283,853 | 18,346 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $916,600 | 15,418 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $800,536 | 14,089 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $647,036 | 12,229 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $418,939 | 8,404 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $314,517 | 7,153 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||