Position in IRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$28,924
+$1,347 QoQ
Shares Held
229
-15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,030
of 1,152 holders
Holding Since
Sep 2022
9 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, 2026Activest Wealth Management holds $195,255 across 10 REIT - Specialty names. IRM ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
435 | $71,152 | |
| 2 | EQIX |
Equinix Inc
|
52 | $54,204 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
229 | $28,924 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
96 | $17,239 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
362 | $16,119 | |
| 6 | WY |
Weyerhaeuser Co
|
178 | $4,261 | |
| 7 | CCI |
Crown Castle Inc.
|
27 | $2,044 | |
| 8 | SBAC |
Sba Communications Corp
|
5 | $882 |
All Filings in IRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,924 | 229 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $27,577 | 270 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $18,829 | 227 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,422 | 63 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,743 | 17 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,839 | 33 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-01-28 | |
| 2022-12-31 | $133,598 | 2,680 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $17,588 | 400 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||