Position in IRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$592,646
+$113,406 QoQ
Shares Held
4,692
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#624
of 1,151 holders
Holding Since
Dec 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, 2026High Net Worth Advisory Group LLC holds $820,929 across 2 REIT - Specialty names. IRM ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
4,692 | $592,646 | |
| 2 | EQIX |
Equinix Inc
|
219 | $228,283 |
All Filings in IRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,646 | 4,692 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $479,240 | 4,692 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $389,201 | 4,692 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $478,302 | 4,692 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $481,258 | 4,692 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $403,699 | 4,692 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $493,176 | 4,692 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $557,550 | 4,692 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $420,497 | 4,692 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $376,345 | 4,692 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $328,346 | 4,692 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $278,939 | 4,692 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $266,599 | 4,692 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $248,253 | 4,692 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $233,896 | 4,692 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $259,466 | 5,901 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $287,319 | 5,901 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $326,974 | 5,901 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $308,799 | 5,901 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||