Position in IRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$381,329
+$72,969 QoQ
Shares Held
3,019
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#734
of 1,151 holders
Holding Since
Sep 2021
20 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, 2026MONTAG A & ASSOCIATES INC holds $2,023,221 across 7 REIT - Specialty names. IRM ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
55,328 | $1,324,552 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
3,019 | $381,329 | |
| 3 | AMT |
American Tower Corp /Ma/
|
1,069 | $174,856 | |
| 4 | EQIX |
Equinix Inc
|
53 | $55,246 | |
| 5 | RYN |
Rayonier Inc
|
1,834 | $39,027 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
146 | $26,218 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
141 | $21,993 |
All Filings in IRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,329 | 3,019 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $308,360 | 3,019 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $250,426 | 3,019 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $875,460 | 8,588 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,013,186 | 9,878 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $849,903 | 9,878 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,038,276 | 9,878 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,221,334 | 10,278 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $920,487 | 10,271 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $767,689 | 9,571 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $727,512 | 10,396 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $568,995 | 9,571 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $562,177 | 9,894 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $523,491 | 9,894 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $493,215 | 9,894 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $435,039 | 9,894 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $488,993 | 10,043 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $586,958 | 10,593 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $301,682 | 5,765 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $226,591 | 5,215 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||