Position in IRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$31,198
+$5,970 QoQ
Shares Held
247
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,023
of 1,152 holders
Holding Since
Dec 2025
3 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, 2026Vision Retirement, LLC holds $41,133 across 2 REIT - Specialty names. IRM ranks #1 (75.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
247 | $31,198 | |
| 2 | WY |
Weyerhaeuser Co
|
415 | $9,935 |
All Filings in IRM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,198 | 247 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $25,228 | 247 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $20,820 | 251 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||