ADELL HARRIMAN & CARPENTER INC

Position in IRM — Iron Mountain Inc

CIK 1134152 HOUSTON, TX

Position in IRM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$39,972,694

+$7,715,146 QoQ

Shares Held

316,465

+0.2% QoQ

Ownership

0.106%

of shares outstanding

% of Portfolio

2.09%

of 13F equity value

Holder Rank

#84

of 1,152 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

ADELL HARRIMAN & CARPENTER INC holds $74,276,253 across 5 REIT - Specialty names. IRM ranks #1 (53.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc This page	316,465	$39,972,694
2	EQIX	Equinix Inc	20,379	$21,242,865
3	DLR	Digital Realty Trust, Inc.	44,168	$7,931,689
4	AMT	American Tower Corp /Ma/	29,645	$4,849,032
5	CCI	Crown Castle Inc.	3,697	$279,973

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,972,694	316,465	+0.2%	Shares	Sole	2026-08-04
2026-03-31	$32,257,548	315,817	+0.4%	Shares	Sole	2026-05-04
2025-12-31	$26,097,480	314,617	-3.6%	Shares	Sole	2026-02-06
2025-09-30	$33,264,551	326,315	+0.6%	Shares	Sole	2025-11-04
2025-06-30	$33,263,451	324,300	+0.8%	Shares	Sole	2025-08-04
2025-03-31	$27,690,597	321,834	-2.4%	Shares	Sole	2025-04-29
2024-12-31	$34,668,326	329,829	+0.4%	Shares	Sole	2025-01-30
2024-09-30	$39,020,207	328,370	-1.3%	Shares	Sole	2024-10-25
2024-06-30	$29,814,333	332,675	+1.6%	Shares	Sole	2024-08-01
2024-03-31	$26,273,427	327,558	+0.8%	Shares	Sole	2024-04-25
2023-12-31	$22,743,360	324,998	-0.2%	Shares	Sole	2024-02-05
2023-09-30	$19,358,762	325,631	+1.4%	Shares	Sole	2023-11-07
2023-06-30	$18,245,527	321,111	-1.2%	Shares	Sole	2023-08-04
2023-03-31	$17,189,189	324,876	+1.4%	Shares	Sole	2023-05-03
2022-12-31	$15,971,242	320,386	+4.3%	Shares	Sole	2023-02-03
2022-09-30	$13,511,673	307,293	+4.8%	Shares	Sole	2022-11-03
2022-06-30	$14,275,810	293,198	+3.5%	Shares	Sole	2022-08-03
2022-03-31	$15,696,156	283,273	-1.0%	Shares	Sole	2022-04-29
2021-12-31	$14,969,519	286,060	+3.1%	Shares	Sole	2022-02-16
2021-09-30	$12,059,330	277,545	+0.1%	Shares	Sole	2021-11-05
2021-06-30	$11,734,066	277,270	+2.5%	Shares	Sole	2021-08-10
2021-03-31	$10,013,980	270,575	+4.2%	Shares	Sole	2021-05-03
2020-12-31	$7,654,924	259,665	+11.7%	Shares	Sole	2021-02-05
2020-09-30	$6,227,335	232,450	+49.7%	Shares	Sole	2020-11-06
2020-06-30	$4,053,460	155,305	+107.5%	Shares	Sole	2020-08-13
2020-03-31	$1,780,954	74,830	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.