Position in IRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,536
-$21,030 QoQ
Shares Held
123
-65.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#351
of 397 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $5,296,726 across 11 REIT - Specialty names. IRM ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
27,958 | $4,573,090 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
3,100 | $483,538 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
755 | $135,582 | |
| 4 | WY |
Weyerhaeuser Co
|
2,082 | $49,843 | |
| 5 | EQIX |
Equinix Inc
|
22 | $22,932 | |
| 6 | IRM |
Iron Mountain Inc
This page
|
123 | $15,536 | |
| 7 | CCI |
Crown Castle Inc.
|
94 | $7,118 | |
| 8 | SBAC |
Sba Communications Corp
|
18 | $3,176 |
All Filings in IRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,536 | 123 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $36,566 | 358 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,373 | 330 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $39,043 | 383 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $33,848 | 330 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $38,029 | 442 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $46,248 | 440 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $52,285 | 440 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $39,432 | 440 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $35,292 | 440 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $30,791 | 440 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,161 | 70 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $3,977 | 70 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $3,703 | 70 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $3,489 | 70 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $3,077 | 70 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $3,408 | 70 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $3,878 | 70 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $16,096 | 546 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $14,627 | 546 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $14,250 | 546 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $12,994 | 546 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||