Position in IRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,915
+$3,810 QoQ
Shares Held
31
+3000.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,099
of 1,152 holders
Holding Since
Mar 2023
3 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, 2026Cape Investment Advisory, Inc. holds $646,410 across 8 REIT - Specialty names. IRM ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
246 | $256,427 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,191 | $194,811 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
1,187 | $185,147 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
100 | $4,453 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
31 | $3,915 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
7 | $1,256 | |
| 7 | CCI |
Crown Castle Inc.
|
3 | $227 | |
| 8 | EPR |
Epr Properties
|
3 | $174 |
All Filings in IRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,915 | 31 | Shares | Sole | 2026-07-23 | |
| 2024-12-31 | $105 | 1 | Shares | Sole | 2025-02-05 | |
| 2023-03-31 | $5,291 | 100 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||