Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,768
+$339 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,123
of 1,152 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, 2026Millstone Evans Group, LLC holds $470,279 across 8 REIT - Specialty names. IRM ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
138 | $143,849 | |
| 2 | CCI |
Crown Castle Inc.
|
1,618 | $122,531 | |
| 3 | AMT |
American Tower Corp /Ma/
|
696 | $113,844 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
247 | $44,356 | |
| 5 | WY |
Weyerhaeuser Co
|
1,232 | $29,494 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
84 | $13,102 | |
| 7 | IRM |
Iron Mountain Inc
This page
|
14 | $1,768 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
30 | $1,335 |
All Filings in IRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,768 | 14 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,429 | 14 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,161 | 14 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,427 | 14 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,435 | 14 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,204 | 14 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,471 | 14 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||