Position in IRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,746,607
New position
Shares Held
29,662
first reported quarter
Ownership
0.010%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#310
of 1,152 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026ELEVATUS WELATH MANAGEMENT holds $4,386,329 across 2 REIT - Specialty names. IRM ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
29,662 | $3,746,607 | |
| 2 | AMT |
American Tower Corp /Ma/
|
3,911 | $639,722 |
All Filings in IRM
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,746,607 | 29,662 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||