Position in IRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,157
+$3,155 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,106
of 1,152 holders
Holding Since
Mar 2025
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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $52,337 across 8 REIT - Specialty names. IRM ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
113 | $18,483 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
79 | $14,186 | |
| 3 | FPI |
Farmland Partners Inc.
|
875 | $8,470 | |
| 4 | CCI |
Crown Castle Inc.
|
106 | $8,027 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
25 | $3,157 | |
| 6 | EQIX |
Equinix Inc
|
13 | $13 | |
| 7 | WY |
Weyerhaeuser Co
|
54 | $1 | |
| 8 | SBAC |
Sba Communications Corp
|
0 | $0 |
All Filings in IRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,157 | 25 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2 | 25 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,073 | 25 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2 | 27 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2 | 25 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,151 | 25 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||