Position in IRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$19,938,791
+$3,937,335 QoQ
Shares Held
157,856
+0.8% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#134
of 1,152 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $75,126,960 across 14 REIT - Specialty names. IRM ranks #1 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
157,856 | $19,938,791 | |
| 2 | AMT |
American Tower Corp /Ma/
|
111,190 | $18,187,348 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
79,695 | $14,311,628 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
35,803 | $5,584,551 | |
| 5 | EQIX |
Equinix Inc
|
5,249 | $5,471,505 | |
| 6 | CCI |
Crown Castle Inc.
|
44,897 | $3,400,049 | |
| 7 | SBAC |
Sba Communications Corp
|
11,813 | $2,084,521 | |
| 8 | WY |
Weyerhaeuser Co
|
79,087 | $1,893,342 |
All Filings in IRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,938,791 | 157,856 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $16,001,456 | 156,662 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,818,308 | 166,586 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,923,906 | 175,828 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $20,902,535 | 203,788 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $18,012,646 | 209,352 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $23,656,371 | 225,063 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $26,463,678 | 222,702 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $20,660,636 | 230,536 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $17,098,686 | 213,174 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $14,076,127 | 201,145 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $11,789,053 | 198,302 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $10,695,739 | 188,239 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,143,534 | 191,713 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,298,121 | 186,522 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,108,727 | 184,415 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,780,267 | 180,330 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $10,205,580 | 184,183 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,035,769 | 210,888 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $10,297,519 | 236,997 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $8,177,070 | 193,220 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,076,005 | 164,172 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,356,574 | 181,702 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,633,384 | 172,952 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,425,542 | 169,561 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,969,863 | 166,801 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||