Position in IRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$45,850
-$28,201 QoQ
Shares Held
363
-49.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#998
of 1,152 holders
Holding Since
Dec 2022
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, 2026Caldwell Trust Co holds $1,105,690 across 8 REIT - Specialty names. IRM ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
3,137 | $513,119 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
2,032 | $364,906 | |
| 3 | WY |
Weyerhaeuser Co
|
5,316 | $127,265 | |
| 4 | IRM |
Iron Mountain Inc
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|
363 | $45,850 | |
| 5 | RYN |
Rayonier Inc
|
1,829 | $38,921 | |
| 6 | SBAC |
Sba Communications Corp
|
68 | $11,999 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
16 | $2,495 | |
| 8 | CCI |
Crown Castle Inc.
|
15 | $1,135 |
All Filings in IRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,850 | 363 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $74,051 | 725 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $60,138 | 725 | Shares | Sole | 2026-01-30 | |
| 2023-06-30 | $19,887 | 350 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $18,518 | 350 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $17,447 | 350 | Shares | Sole | 2025-10-01 | |
| No filing history on record for this holder in this stock. | ||||||