Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$152,329
+$17,096 QoQ
Shares Held
1,206
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#938
of 1,152 holders
Holding Since
Sep 2024
4 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, 2026Cassaday & Co Wealth Management LLC holds $815,645 across 10 REIT - Specialty names. IRM ranks #3 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
9,576 | $229,249 | |
| 2 | AMT |
American Tower Corp /Ma/
|
952 | $155,718 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
1,206 | $152,329 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
2,442 | $108,742 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
583 | $104,695 | |
| 6 | EQIX |
Equinix Inc
|
40 | $41,695 | |
| 7 | EPR |
Epr Properties
|
249 | $14,444 | |
| 8 | SBAC |
Sba Communications Corp
|
38 | $6,705 |
All Filings in IRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,329 | 1,206 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $135,233 | 1,324 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $210,506 | 2,065 | Shares | Sole | 2025-11-07 | |
| 2024-09-30 | $215,319 | 1,812 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||