Position in IRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$82,859
+$15,958 QoQ
Shares Held
656
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#963
of 1,152 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $253,066 across 9 REIT - Specialty names. IRM ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
4,221 | $101,050 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
656 | $82,859 | |
| 3 | AMT |
American Tower Corp /Ma/
|
251 | $41,056 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
75 | $11,698 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
44 | $7,901 | |
| 6 | EQIX |
Equinix Inc
|
6 | $6,254 | |
| 7 | RYN |
Rayonier Inc
|
49 | $1,042 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
22 | $979 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,859 | 656 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $66,901 | 655 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $54,332 | 655 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $66,770 | 655 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $67,183 | 655 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $56,356 | 655 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $68,847 | 655 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $77,833 | 655 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $71,247 | 795 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $65,050 | 811 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $53,884 | 770 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $41,020 | 690 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $36,933 | 650 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $34,391 | 650 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $32,402 | 650 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $28,580 | 650 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $33,303 | 684 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $37,900 | 684 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $35,793 | 684 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $29,719 | 684 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $28,946 | 684 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $25,314 | 684 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $20,164 | 684 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $18,324 | 684 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $14,929 | 572 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $11,900 | 500 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||