Position in IRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,147
+$1,658 QoQ
Shares Held
17
+142.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,118
of 1,152 holders
Holding Since
Mar 2020
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, 2026WEST PACES ADVISORS INC. holds $92,358 across 7 REIT - Specialty names. IRM ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
220 | $35,985 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
162 | $29,091 | |
| 3 | CCI |
Crown Castle Inc.
|
199 | $15,070 | |
| 4 | EQIX |
Equinix Inc
|
8 | $8,339 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
17 | $2,147 | |
| 6 | WY |
Weyerhaeuser Co
|
50 | $1,197 | |
| 7 | SBAC |
Sba Communications Corp
|
3 | $529 |
All Filings in IRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,147 | 17 | Shares | Sole | 2026-07-20 | |
| 2023-12-31 | $489 | 7 | Shares | Sole | 2024-01-30 | |
| 2022-06-30 | $0 | 0 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $5,913 | 113 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $31,892 | 734 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $31,062 | 734 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $22,983 | 621 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $18,307 | 621 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $16,636 | 621 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $16,208 | 621 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $14,779 | 621 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||