NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in IRM — Iron Mountain Inc

CIK 1109767 CEDAR RAPIDS, IA

Position in IRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$280,787

+$54,547 QoQ

Shares Held

2,223

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#824

of 1,151 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $1,162,825 across 3 REIT - Specialty names. IRM ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	4,151	$678,979
2	IRM	Iron Mountain Inc This page	2,223	$280,787
3	WY	Weyerhaeuser Co	8,482	$203,059

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,787	2,223	+0.4%	Shares	Sole	2026-07-23
2026-03-31	$226,240	2,215	+2.5%	Shares	Sole	2026-04-15
2025-09-30	$220,292	2,161	+0.2%	Shares	Sole	2025-10-28
2025-06-30	$221,243	2,157	-57.0%	Shares	Sole	2025-08-11
2025-03-31	$431,404	5,014	-15.8%	Shares	Sole	2025-05-13
2024-12-31	$625,930	5,955	-4.0%	Shares	Sole	2025-01-30
2024-09-30	$736,746	6,200	+82.4%	Shares	Sole	2024-11-04
2024-06-30	$304,618	3,399	0.0%	Shares	Sole	2024-07-29
2024-03-31	$272,633	3,399	-3.5%	Shares	Sole	2024-04-23
2023-12-31	$246,609	3,524	-7.0%	Shares	Sole	2024-02-09
2023-09-30	$225,256	3,789	+1.3%	Shares	Sole	2023-11-14
2023-06-30	$212,449	3,739	-25.8%	Shares	Sole	2023-08-14
2022-12-31	$251,044	5,036	+7.2%	Shares	Sole	2023-02-07
2022-09-30	$206,483	4,696	-9.6%	Shares	Sole	2022-11-14
2022-06-30	$252,993	5,196	+10.6%	Shares	Sole	2022-08-15
2022-03-31	$260,205	4,696	-9.6%	Shares	Sole	2022-05-13
2021-12-31	$271,854	5,195	0.0%	Shares	Sole	2022-02-10
2021-09-30	$225,722	5,195	-5.2%	Shares	Sole	2021-11-12
2021-06-30	$231,998	5,482	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.