BRADLEY FOSTER & SARGENT INC/CT

Position in IRM — Iron Mountain Inc

CIK 1015086 HARTFORD, CT

Position in IRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$201,590

-$19,067 QoQ

Shares Held

1,596

-42.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#917

of 1,151 holders

Holding Since

Dec 2021

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $9,143,402 across 6 REIT - Specialty names. IRM ranks #6 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co	172,815	$4,137,191
2	CCI	Crown Castle Inc.	34,508	$2,613,290
3	AMT	American Tower Corp /Ma/	6,716	$1,098,536
4	EQIX	Equinix Inc	845	$880,819
5	LAMR	Lamar Advertising Co/New	1,359	$211,976
6	IRM	Iron Mountain Inc This page	1,596	$201,590

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,590	1,596	-42.0%	Shares	Sole	2026-08-14
2024-03-31	$220,657	2,751	-38.9%	Shares	Sole	2024-05-15
2023-03-31	$238,147	4,501	-0.1%	Shares	Sole	2023-05-08
2022-12-31	$224,524	4,504	0.0%	Shares	Sole	2023-02-14
2022-06-30	$219,299	4,504	0.0%	Shares	Sole	2022-08-11
2022-03-31	$249,566	4,504	0.0%	Shares	Sole	2022-05-16
2021-12-31	$235,694	4,504	—	Shares	Sole	2022-03-11
No filing history on record for this holder in this stock.