Position in IRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,967,530
+$393,962 QoQ
Shares Held
15,577
+1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#392
of 1,152 holders
Holding Since
Dec 2021
18 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, 2026HB Wealth Management, LLC holds $19,975,399 across 11 REIT - Specialty names. IRM ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
39,217 | $6,414,724 | |
| 2 | EQIX |
Equinix Inc
|
3,473 | $3,620,220 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
13,240 | $2,377,639 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
15,577 | $1,967,530 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
12,002 | $1,872,071 | |
| 6 | CCI |
Crown Castle Inc.
|
16,078 | $1,217,586 | |
| 7 | WY |
Weyerhaeuser Co
|
35,815 | $857,411 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
17,209 | $766,316 |
All Filings in IRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,967,530 | 15,577 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,573,568 | 15,406 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $981,049 | 11,827 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,344,180 | 13,186 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,027,956 | 10,022 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $836,566 | 9,723 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $829,423 | 7,891 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,109,515 | 9,337 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $594,628 | 6,635 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $494,414 | 6,164 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $425,058 | 6,074 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $381,431 | 6,416 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $286,486 | 5,042 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $282,645 | 5,342 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $241,323 | 4,841 | Shares | Sole | 2023-01-20 | |
| 2022-06-30 | $212,288 | 4,360 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $229,120 | 4,135 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $201,522 | 3,851 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||