Position in IRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$33,345
-$1,039,431 QoQ
Shares Held
264
-97.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,020
of 1,152 holders
Holding Since
Dec 2023
11 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $1,245,504 across 8 REIT - Specialty names. IRM ranks #3 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
6,186 | $1,110,881 | |
| 2 | WY |
Weyerhaeuser Co
|
2,031 | $48,622 | |
| 3 | IRM |
Iron Mountain Inc
This page
|
264 | $33,345 | |
| 4 | AMT |
American Tower Corp /Ma/
|
159 | $26,007 | |
| 5 | EPR |
Epr Properties
|
148 | $8,585 | |
| 6 | EQIX |
Equinix Inc
|
8 | $8,339 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
147 | $6,545 | |
| 8 | CCI |
Crown Castle Inc.
|
42 | $3,180 |
All Filings in IRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,345 | 264 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,072,776 | 10,503 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,069,308 | 12,891 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,549,386 | 15,199 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,703,790 | 16,611 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,487,115 | 17,284 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,904,277 | 18,117 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,184,927 | 18,387 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,660,658 | 18,530 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $1,506,022 | 18,776 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $1,417,584 | 20,257 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||