FOSTER & MOTLEY INC

Position in IRM — Iron Mountain Inc

CIK 1163902 CINCINNATI, OH

Position in IRM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$405,834

+$70,509 QoQ

Shares Held

3,213

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#715

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

FOSTER & MOTLEY INC holds $405,834 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	3,213	$405,834

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$405,834	3,213	-2.1%	Shares	Sole	2026-08-07
2026-03-31	$335,325	3,283	0.0%	Shares	Sole	2026-04-21
2025-12-31	$272,324	3,283	0.0%	Shares	Sole	2026-01-15
2025-09-30	$334,669	3,283	-1.1%	Shares	Sole	2025-10-23
2025-06-30	$340,327	3,318	-1.7%	Shares	Sole	2025-07-29
2025-03-31	$290,385	3,375	-0.7%	Shares	Sole	2025-05-08
2024-12-31	$357,374	3,400	-8.6%	Shares	Sole	2025-01-23
2024-09-30	$442,047	3,720	-19.4%	Shares	Sole	2024-10-30
2024-06-30	$413,775	4,617	-10.5%	Shares	Sole	2024-08-02
2024-03-31	$413,562	5,156	-24.5%	Shares	Sole	2024-04-18
2023-12-31	$477,753	6,827	-42.8%	Shares	Sole	2024-02-01
2023-09-30	$709,833	11,940	-60.1%	Shares	Sole	2023-10-24
2023-06-30	$1,699,770	29,915	+23.3%	Shares	Sole	2023-08-08
2023-03-31	$1,283,332	24,255	+27.2%	Shares	Sole	2023-05-09
2022-12-31	$950,789	19,073	+41.8%	Shares	Sole	2023-02-09
2022-09-30	$591,572	13,454	+12.6%	Shares	Sole	2022-11-04
2022-06-30	$581,942	11,952	-1.7%	Shares	Sole	2022-08-09
2022-03-31	$673,397	12,153	-11.6%	Shares	Sole	2022-04-28
2021-12-31	$719,485	13,749	-14.1%	Shares	Sole	2022-01-25
2021-09-30	$695,069	15,997	-17.5%	Shares	Sole	2021-10-29
2021-06-30	$820,457	19,387	-38.1%	Shares	Sole	2021-07-20
2021-03-31	$1,158,301	31,297	-12.4%	Shares	Sole	2021-04-26
2020-12-31	$1,053,114	35,723	-7.1%	Shares	Sole	2021-02-01
2020-09-30	$1,029,914	38,444	-13.3%	Shares	Sole	2020-10-19
2020-06-30	$1,157,456	44,347	-27.0%	Shares	Sole	2020-07-20
2020-03-31	$1,445,088	60,718	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.