Position in IRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$414,549
+$38,061 QoQ
Shares Held
3,282
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#710
of 1,152 holders
Holding Since
Dec 2024
6 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $4,526,186 across 7 REIT - Specialty names. IRM ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,383 | $1,441,625 | |
| 2 | AMT |
American Tower Corp /Ma/
|
6,269 | $1,025,420 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
3,613 | $648,822 | |
| 4 | CCI |
Crown Castle Inc.
|
6,748 | $511,026 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
3,282 | $414,549 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
1,693 | $264,074 | |
| 7 | EPR |
Epr Properties
|
3,804 | $220,670 |
All Filings in IRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,549 | 3,282 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $376,488 | 3,686 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $285,762 | 3,445 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $269,427 | 2,643 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $275,400 | 2,685 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $219,259 | 2,086 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||