Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,695,834
+$717,893 QoQ
Shares Held
21,343
+10.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#350
of 1,152 holders
Holding Since
Sep 2022
16 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, 2026NewEdge Wealth, LLC holds $10,546,245 across 9 REIT - Specialty names. IRM ranks #1 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
21,343 | $2,695,834 | |
| 2 | EQIX |
Equinix Inc
|
1,804 | $1,880,471 | |
| 3 | AMT |
American Tower Corp /Ma/
|
11,184 | $1,829,366 | |
| 4 | CCI |
Crown Castle Inc.
|
21,174 | $1,603,507 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
4,301 | $772,373 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
3,988 | $622,048 | |
| 7 | OUT |
OUTFRONT Media Inc.
|
14,686 | $481,113 | |
| 8 | SBAC |
Sba Communications Corp
|
2,042 | $360,331 |
All Filings in IRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,695,834 | 21,343 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,977,941 | 19,365 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,136,580 | 13,702 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,211,454 | 11,884 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,171,554 | 11,422 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,005,119 | 11,682 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $821,855 | 7,819 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,004,826 | 8,456 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $805,952 | 8,993 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $727,584 | 9,071 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $679,435 | 9,709 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $892,701 | 15,016 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $986,224 | 17,357 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $686,507 | 12,975 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $266,847 | 5,353 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $243,286 | 5,533 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||