Position in IRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$10,357
+$2,799 QoQ
Shares Held
82
+10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,069
of 1,149 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, 2026Bruce G. Allen Investments, LLC holds $185,035 across 10 REIT - Specialty names. IRM ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
494 | $80,803 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
221 | $39,687 | |
| 3 | EQIX |
Equinix Inc
|
22 | $22,932 | |
| 4 | CCI |
Crown Castle Inc.
|
159 | $12,041 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
82 | $10,357 | |
| 6 | WY |
Weyerhaeuser Co
|
274 | $6,559 | |
| 7 | SBAC |
Sba Communications Corp
|
27 | $4,764 | |
| 8 | RYN |
Rayonier Inc
|
209 | $4,447 |
All Filings in IRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,357 | 82 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,558 | 74 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,400 | 41 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,009 | 108 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $11,077 | 108 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,527 | 41 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,309 | 41 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $4,872 | 41 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,674 | 41 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,288 | 41 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $5,528 | 79 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||