Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,176
+$10,278 QoQ
Shares Held
421
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#991
of 1,152 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $140,901 across 8 REIT - Specialty names. IRM ranks #1 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
421 | $53,176 | |
| 2 | AMT |
American Tower Corp /Ma/
|
239 | $39,093 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
160 | $28,732 | |
| 4 | WY |
Weyerhaeuser Co
|
320 | $7,660 | |
| 5 | EQIX |
Equinix Inc
|
5 | $5,211 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
117 | $5,210 | |
| 7 | RYN |
Rayonier Inc
|
82 | $1,744 | |
| 8 | CCI |
Crown Castle Inc.
|
1 | $75 |
All Filings in IRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,176 | 421 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $42,898 | 420 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $34,839 | 420 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $42,814 | 420 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $43,079 | 420 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $36,136 | 420 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $44,146 | 420 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||