Position in IRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$25,640
+$5,723 QoQ
Shares Held
203
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,038
of 1,151 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $246,492 across 9 REIT - Specialty names. IRM ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
155 | $161,570 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
174 | $31,246 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
203 | $25,640 | |
| 4 | WY |
Weyerhaeuser Co
|
344 | $8,235 | |
| 5 | AMT |
American Tower Corp /Ma/
|
42 | $6,869 | |
| 6 | EPR |
Epr Properties
|
115 | $6,671 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
114 | $5,076 | |
| 8 | CCI |
Crown Castle Inc.
|
11 | $833 |
All Filings in IRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,640 | 203 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $19,917 | 195 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $10,451 | 126 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $13,965 | 137 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $14,052 | 137 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,271 | 131 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $13,769 | 131 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $15,566 | 131 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,292 | 126 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,106 | 126 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,187 | 117 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,134 | 120 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,159 | 126 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,190 | 117 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,820 | 197 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,848 | 133 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,913 | 142 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $12,559 | 240 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,387 | 147 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||