Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$336,742
+$48,606 QoQ
Shares Held
2,666
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#778
of 1,157 holders
Holding Since
Mar 2026
2 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, 2026VestGen Advisors, LLC holds $73,186,145 across 6 REIT - Specialty names. IRM ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,582,014 | $70,447,083 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
7,350 | $1,319,913 | |
| 3 | EQIX |
Equinix Inc
|
433 | $451,354 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
2,666 | $336,742 | |
| 5 | AMT |
American Tower Corp /Ma/
|
1,988 | $325,177 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
1,961 | $305,876 |
All Filings in IRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,742 | 2,666 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $288,136 | 2,821 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||