D.A. DAVIDSON & CO.

Position in IRM — Iron Mountain Inc

CIK 1080107 GREAT FALLS, MT

Position in IRM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,889,207

+$958,758 QoQ

Shares Held

38,708

+0.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#280

of 1,151 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $29,159,722 across 11 REIT - Specialty names. IRM ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	33,558	$6,026,345
2	WY	Weyerhaeuser Co	222,506	$5,326,793
3	IRM	Iron Mountain Inc This page	38,708	$4,889,207
4	CCI	Crown Castle Inc.	48,434	$3,667,906
5	GLPI	Gaming & Leisure Properties, Inc.	80,610	$3,589,563
6	AMT	American Tower Corp /Ma/	16,359	$2,675,841
7	LAMR	Lamar Advertising Co/New	6,683	$1,042,414
8	EQIX	Equinix Inc	795	$828,700

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,889,207	38,708	+0.6%	Shares	Sole	2026-07-24
2026-03-31	$3,930,449	38,481	+17.9%	Shares	Sole	2026-05-05
2025-12-31	$2,708,234	32,649	+9.3%	Shares	Sole	2026-01-29
2025-09-30	$3,044,947	29,870	+1.1%	Shares	Sole	2025-10-22
2025-06-30	$3,029,097	29,532	+1.1%	Shares	Sole	2025-07-30
2025-03-31	$2,513,744	29,216	-1.0%	Shares	Sole	2025-04-28
2024-12-31	$3,103,162	29,523	+10.3%	Shares	Sole	2025-01-31
2024-09-30	$3,180,009	26,761	-34.6%	Shares	Sole	2024-11-13
2024-06-30	$3,665,816	40,904	-1.8%	Shares	Sole	2024-08-01
2024-03-31	$3,341,307	41,657	-15.0%	Shares	Sole	2024-05-13
2023-12-31	$3,428,250	48,989	+0.7%	Shares	Sole	2024-02-09
2023-09-30	$2,892,480	48,654	+4.7%	Shares	Sole	2023-11-08
2023-06-30	$2,639,629	46,456	-4.1%	Shares	Sole	2023-08-11
2023-03-31	$2,563,701	48,454	+6.2%	Shares	Sole	2023-04-25
2022-12-31	$2,275,104	45,639	-3.0%	Shares	Sole	2023-02-03
2022-09-30	$2,069,535	47,067	+0.3%	Shares	Sole	2022-11-07
2022-06-30	$2,285,459	46,939	+5.5%	Shares	Sole	2022-07-28
2022-03-31	$2,464,248	44,473	-0.1%	Shares	Sole	2022-05-12
2021-12-31	$2,328,580	44,498	+15.6%	Shares	Sole	2022-01-31
2021-09-30	$1,672,520	38,493	+128.4%	Shares	Sole	2021-11-15
2021-06-30	$713,176	16,852	-44.8%	Shares	Sole	2021-08-10
2021-03-31	$1,130,803	30,554	+9.3%	Shares	Sole	2021-05-07
2020-12-31	$824,231	27,959	+21.7%	Shares	Sole	2021-02-10
2020-09-30	$615,446	22,973	-59.8%	Shares	Sole	2020-11-02
2020-06-30	$1,490,336	57,101	-12.3%	Shares	Sole	2020-08-10
2020-03-31	$1,549,618	65,110	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.