Position in IRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,079,950
+$200,014 QoQ
Shares Held
8,550
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#505
of 1,151 holders
Holding Since
Dec 2024
7 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $7,351,224 across 7 REIT - Specialty names. IRM ranks #4 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OUT |
OUTFRONT Media Inc.
|
69,101 | $2,263,748 | |
| 2 | AMT |
American Tower Corp /Ma/
|
9,657 | $1,579,595 | |
| 3 | EPR |
Epr Properties
|
23,524 | $1,364,627 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
8,550 | $1,079,950 | |
| 5 | EQIX |
Equinix Inc
|
465 | $484,711 | |
| 6 | WY |
Weyerhaeuser Co
|
12,189 | $291,804 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
1,597 | $286,789 |
All Filings in IRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079,950 | 8,550 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $879,936 | 8,615 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $223,965 | 2,700 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $264,534 | 2,595 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $266,169 | 2,595 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $227,575 | 2,645 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $253,840 | 2,415 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||