PROFFITT & GOODSON INC

Position in IRM — Iron Mountain Inc

CIK 1123812 KNOXVILLE, TN

Position in IRM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$93,722

+$21,816 QoQ

Shares Held

742

+5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#952

of 1,152 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

PROFFITT & GOODSON INC holds $105,335 across 2 REIT - Specialty names. IRM ranks #1 (89.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IRM	Iron Mountain Inc This page	742	$93,722
2	AMT	American Tower Corp /Ma/	71	$11,613

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$93,722	742	+5.4%	Shares	Sole	2026-07-22
2026-03-31	$71,906	704	0.0%	Shares	Sole	2026-05-06
2025-12-31	$58,396	704	+13.2%	Shares	Sole	2026-01-27
2025-09-30	$63,406	622	0.0%	Shares	Sole	2025-10-21
2025-06-30	$63,798	622	0.0%	Shares	Sole	2025-07-23
2025-03-31	$53,516	622	0.0%	Shares	Sole	2025-04-29
2024-12-31	$65,378	622	+15.4%	Shares	Sole	2025-02-05
2024-09-30	$64,049	539	-22.3%	Shares	Sole	2024-11-04
2024-06-30	$62,196	694	-15.9%	Shares	Sole	2024-07-23
2024-03-31	$66,173	825	0.0%	Shares	Sole	2024-04-24
2023-12-31	$57,733	825	0.0%	Shares	Sole	2024-01-24
2023-09-30	$49,046	825	0.0%	Shares	Sole	2023-10-19
2023-06-30	$46,876	825	0.0%	Shares	Sole	2023-07-18
2023-03-31	$43,650	825	0.0%	Shares	Sole	2023-04-26
2022-12-31	$41,126	825	0.0%	Shares	Sole	2023-01-20
2022-09-30	$36,275	825	0.0%	Shares	Sole	2022-10-24
2022-06-30	$40,169	825	-27.1%	Shares	Sole	2022-07-25
2022-03-31	$62,668	1,131	0.0%	Shares	Sole	2022-05-09
2021-12-31	$59,185	1,131	+139.1%	Shares	Sole	2022-01-28
2020-06-30	$12,345	473	0.0%	Shares	Sole	2020-08-05
2020-03-31	$11,257	473	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.