Position in IRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,157
+$2,340 QoQ
Shares Held
25
+212.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,105
of 1,151 holders
Holding Since
Mar 2025
6 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, 2026Hughes Financial Services, LLC holds $55,606 across 13 REIT - Specialty names. IRM ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
103 | $18,496 | |
| 2 | EQIX |
Equinix Inc
|
11 | $11,466 | |
| 3 | AMT |
American Tower Corp /Ma/
|
60 | $9,814 | |
| 4 | SBAC |
Sba Communications Corp
|
38 | $6,705 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
25 | $3,157 | |
| 6 | WY |
Weyerhaeuser Co
|
78 | $1,867 | |
| 7 | CCI |
Crown Castle Inc.
|
22 | $1,666 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
9 | $1,403 |
All Filings in IRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,157 | 25 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $817 | 8 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $165 | 2 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,223 | 12 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,333 | 13 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,151 | 25 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||