Position in IRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,147
+$820 QoQ
Shares Held
17
+30.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,117
of 1,151 holders
Holding Since
Mar 2025
6 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, 2026American Capital Advisory, LLC holds $82,374 across 8 REIT - Specialty names. IRM ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
39 | $40,653 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
189 | $33,940 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
17 | $2,147 | |
| 4 | AMT |
American Tower Corp /Ma/
|
13 | $2,126 | |
| 5 | CCI |
Crown Castle Inc.
|
20 | $1,514 | |
| 6 | WY |
Weyerhaeuser Co
|
40 | $957 | |
| 7 | SBAC |
Sba Communications Corp
|
5 | $882 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
1 | $155 |
All Filings in IRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,147 | 17 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,327 | 13 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $912 | 11 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $713 | 7 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $820 | 8 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $602 | 7 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||