Position in IRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,037,250
+$629,913 QoQ
Shares Held
24,046
+2.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#64
of 397 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $9,943,990 across 10 REIT - Specialty names. IRM ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
24,046 | $3,037,250 | |
| 2 | LAND |
GLADSTONE LAND Corp
|
309,317 | $2,638,474 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
7,497 | $1,346,311 | |
| 4 | AMT |
American Tower Corp /Ma/
|
6,403 | $1,047,338 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
8,312 | $370,133 | |
| 6 | CCI |
Crown Castle Inc.
|
4,875 | $369,183 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
2,277 | $355,166 | |
| 8 | EQIX |
Equinix Inc
|
311 | $324,183 |
All Filings in IRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,037,250 | 24,046 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,407,337 | 23,569 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,099,132 | 25,306 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,437,997 | 23,916 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,420,549 | 23,599 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,019,014 | 23,466 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,691,026 | 25,602 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,908,007 | 24,472 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,360,232 | 26,336 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,295,449 | 28,618 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,405,828 | 20,089 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,180,677 | 19,860 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,123,160 | 19,767 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $993,173 | 18,771 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||