Position in IRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$477,830
+$67,534 QoQ
Shares Held
3,783
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#678
of 1,152 holders
Holding Since
Mar 2026
2 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, 2026Gateway Wealth Partners, LLC holds $771,540 across 2 REIT - Specialty names. IRM ranks #1 (61.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
3,783 | $477,830 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
1,883 | $293,710 |
All Filings in IRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,830 | 3,783 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $410,296 | 4,017 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||