Position in IRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,404,693
+$740,376 QoQ
Shares Held
11,121
+71.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#461
of 1,152 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $13,577,653 across 8 REIT - Specialty names. IRM ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
24,204 | $4,346,553 | |
| 2 | EQIX |
Equinix Inc
|
3,782 | $3,942,318 | |
| 3 | AMT |
American Tower Corp /Ma/
|
8,758 | $1,432,545 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
11,121 | $1,404,693 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
6,930 | $1,080,941 | |
| 6 | CCI |
Crown Castle Inc.
|
7,972 | $603,718 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
12,562 | $559,385 | |
| 8 | EPR |
Epr Properties
|
3,577 | $207,500 |
All Filings in IRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,404,693 | 11,121 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $664,317 | 6,504 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $614,741 | 7,411 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $562,912 | 5,522 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $559,724 | 5,457 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $510,561 | 5,934 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $671,968 | 6,393 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $733,775 | 6,175 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $732,285 | 8,171 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $337,202 | 4,204 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $328,276 | 4,691 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||