Position in IRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$750,912
New position
Shares Held
5,945
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#573
of 1,152 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Allied Private Wealth LLC holds $822,462 across 9 REIT - Specialty names. IRM ranks #1 (91.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
5,945 | $750,912 | |
| 2 | AMT |
American Tower Corp /Ma/
|
174 | $28,461 | |
| 3 | EQIX |
Equinix Inc
|
19 | $19,805 | |
| 4 | CCI |
Crown Castle Inc.
|
188 | $14,237 | |
| 5 | RYN |
Rayonier Inc
|
121 | $2,574 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
16 | $2,495 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
12 | $2,154 | |
| 8 | LAND |
GLADSTONE LAND Corp
|
120 | $1,023 |
All Filings in IRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,912 | 5,945 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||