Position in IRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,018,307
+$233,717 QoQ
Shares Held
15,979
-8.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.57%
of 13F equity value
Holder Rank
#391
of 1,152 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CAPITAL FINANCIAL GROUP INC\CO\ /ADV holds $2,018,307 across 1 REIT - Specialty name. IRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
15,979 | $2,018,307 |
All Filings in IRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,018,307 | 15,979 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,784,590 | 17,472 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,409,735 | 16,995 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||