Position in IRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$126
+$24 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,150
of 1,151 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Private Wealth Management Group, LLC holds $69,236 across 9 REIT - Specialty names. IRM ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
132 | $21,591 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
90 | $16,162 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
91 | $14,194 | |
| 4 | CCI |
Crown Castle Inc.
|
97 | $7,345 | |
| 5 | WY |
Weyerhaeuser Co
|
197 | $4,716 | |
| 6 | EQIX |
Equinix Inc
|
4 | $4,169 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
17 | $757 | |
| 8 | SBAC |
Sba Communications Corp
|
1 | $176 |
All Filings in IRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126 | 1 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $102 | 1 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $82 | 1 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $101 | 1 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $102 | 1 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $86 | 1 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $210 | 2 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $237 | 2 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||