Position in IRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$468,989
+$102,205 QoQ
Shares Held
3,713
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#681
of 1,152 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Fifth Third Wealth Advisors LLC holds $4,451,400 across 7 REIT - Specialty names. IRM ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
8,062 | $1,318,701 | |
| 2 | EQIX |
Equinix Inc
|
1,009 | $1,051,771 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
2,972 | $533,711 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
3,344 | $521,597 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
3,713 | $468,989 | |
| 6 | CCI |
Crown Castle Inc.
|
4,699 | $355,855 | |
| 7 | RYN |
Rayonier Inc
|
9,435 | $200,776 |
All Filings in IRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,989 | 3,713 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $366,784 | 3,591 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $297,873 | 3,591 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $309,489 | 3,036 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $290,478 | 2,832 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $259,324 | 3,014 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $304,713 | 2,899 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $347,934 | 2,928 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $267,067 | 2,980 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||