Position in IRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$35,870
+$6,864 QoQ
Shares Held
284
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,013
of 1,152 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $625,561 across 9 REIT - Specialty names. IRM ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
951 | $155,554 | |
| 2 | WY |
Weyerhaeuser Co
|
6,385 | $152,856 | |
| 3 | UNIT |
Uniti Group Inc.
|
10,000 | $114,700 | |
| 4 | LAND |
GLADSTONE LAND Corp
|
10,465 | $89,266 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
284 | $35,870 | |
| 6 | RYN |
Rayonier Inc
|
1,423 | $30,281 | |
| 7 | EQIX |
Equinix Inc
|
22 | $22,931 | |
| 8 | DLR |
Digital Realty Trust, Inc.
|
110 | $19,753 |
All Filings in IRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,870 | 284 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $29,006 | 284 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,792 | 106 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,805 | 106 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $10,872 | 106 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,120 | 106 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $11,141 | 106 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,595 | 106 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $9,499 | 106 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $8,502 | 106 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||