Position in IRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$341,289
-$183,506 QoQ
Shares Held
2,702
-47.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#771
of 1,152 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $2,100,862 across 12 REIT - Specialty names. IRM ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
918 | $956,913 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
2,702 | $341,289 | |
| 3 | AMT |
American Tower Corp /Ma/
|
1,576 | $257,786 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
1,588 | $247,696 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
579 | $103,976 | |
| 6 | WY |
Weyerhaeuser Co
|
3,484 | $83,406 | |
| 7 | RYN |
Rayonier Inc
|
2,140 | $45,539 | |
| 8 | EPR |
Epr Properties
|
598 | $34,689 |
All Filings in IRM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,289 | 2,702 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $524,795 | 5,138 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $951,685 | 11,473 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,426,752 | 13,996 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,382,438 | 13,478 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,305,484 | 15,173 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,615,961 | 15,374 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,552,989 | 13,069 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $963,415 | 10,750 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $921,372 | 11,487 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $692,522 | 9,896 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $164,082 | 2,760 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $91,650 | 1,613 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $85,238 | 1,611 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $76,320 | 1,531 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $32,977 | 750 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $36,955 | 759 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $60,064 | 1,084 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $72,424 | 1,384 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $21,725 | 500 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $21,160 | 500 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $25,907 | 700 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||