Position in IRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$50,524
+$9,668 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#993
of 1,151 holders
Holding Since
Jun 2023
13 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, 2026BARRETT & COMPANY, INC. holds $146,734 across 8 REIT - Specialty names. IRM ranks #1 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
400 | $50,524 | |
| 2 | EQIX |
Equinix Inc
|
39 | $40,653 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
110 | $19,753 | |
| 4 | WY |
Weyerhaeuser Co
|
561 | $13,430 | |
| 5 | RYN |
Rayonier Inc
|
396 | $8,426 | |
| 6 | AMT |
American Tower Corp /Ma/
|
39 | $6,379 | |
| 7 | CCI |
Crown Castle Inc.
|
80 | $6,058 | |
| 8 | FRMI |
Fermi Inc.
|
165 | $1,511 |
All Filings in IRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,524 | 400 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $40,856 | 400 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $33,180 | 400 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $40,776 | 400 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $41,028 | 400 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $34,416 | 400 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $42,044 | 400 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $47,532 | 400 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $35,848 | 400 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $32,084 | 400 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $27,992 | 400 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $29,725 | 500 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $28,410 | 500 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||