Position in IRM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$90,059
+$13,659 QoQ
Shares Held
713
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#954
of 1,152 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $144,101 across 7 REIT - Specialty names. IRM ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
713 | $90,059 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
233 | $41,842 | |
| 3 | GLPI |
Gaming & Leisure Properties, Inc.
|
218 | $9,707 | |
| 4 | EQIX |
Equinix Inc
|
1 | $1,042 | |
| 5 | AMT |
American Tower Corp /Ma/
|
6 | $981 | |
| 6 | OUT |
OUTFRONT Media Inc.
|
9 | $294 | |
| 7 | SBAC |
Sba Communications Corp
|
1 | $176 |
All Filings in IRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,059 | 713 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $76,400 | 748 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $62,046 | 748 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $76,251 | 748 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $76,722 | 748 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $64,357 | 748 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $79,988 | 761 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $88,766 | 747 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $66,946 | 747 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $60,879 | 759 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $53,114 | 759 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $47,857 | 805 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $45,683 | 804 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $41,957 | 793 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $39,531 | 793 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $34,208 | 778 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||