Position in IRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$375,014
-$92,582 QoQ
Shares Held
2,969
-35.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#726
of 1,128 holders
Holding Since
Sep 2020
23 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, 2026Clearstead Advisors, LLC holds $6,913,185 across 17 REIT - Specialty names. IRM ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
18,806 | $3,076,097 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
7,649 | $1,373,607 | |
| 3 | EQIX |
Equinix Inc
|
968 | $1,009,033 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
4,091 | $638,114 | |
| 5 | IRM |
Iron Mountain Inc
This page
|
2,969 | $375,014 | |
| 6 | WY |
Weyerhaeuser Co
|
8,399 | $201,072 | |
| 7 | RYN |
Rayonier Inc
|
4,011 | $85,354 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,513 | $67,373 |
All Filings in IRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,014 | 2,969 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $467,596 | 4,578 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $146,572 | 1,767 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $167,487 | 1,643 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $139,290 | 1,358 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $80,361 | 934 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $97,752 | 930 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $114,908 | 967 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $85,318 | 952 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $67,376 | 840 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $59,832 | 855 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $49,521 | 833 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $47,331 | 833 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $44,550 | 842 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $789,275 | 15,833 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $696,177 | 15,833 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $774,706 | 15,911 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $46,156 | 833 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $43,590 | 833 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $26,374 | 607 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,688 | 607 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,552 | 96 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $26,790 | 1,000 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||