PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in IRM — Iron Mountain Inc

CIK 12600 DES MOINES, IA

Position in IRM

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

Position Value

$1,565,233

+$219,130 QoQ

Shares Held

12,392

-6.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#435

of 1,152 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $7,167,549 across 9 REIT - Specialty names. IRM ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	11,841	$1,936,832
2	IRM	Iron Mountain Inc This page	12,392	$1,565,233
3	LAMR	Lamar Advertising Co/New	8,393	$1,309,140
4	DLR	Digital Realty Trust, Inc.	4,668	$838,279
5	EQIX	Equinix Inc	657	$684,850
6	GLPI	Gaming & Leisure Properties, Inc.	6,231	$277,466
7	CCI	Crown Castle Inc.	3,162	$239,458
8	FPI	Farmland Partners Inc.	21,131	$204,548

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,565,233	12,392	-6.0%	Shares	Sole	2026-08-04
2026-03-31	$1,346,103	13,179	+126.8%	Shares	Sole	2026-05-13
2025-12-31	$482,105	5,812	+4.6%	Shares	Sole	2026-02-12
2025-09-30	$566,174	5,554	-9.7%	Shares	Sole	2025-11-12
2025-06-30	$631,113	6,153	-50.9%	Shares	Sole	2025-08-11
2025-03-31	$1,079,113	12,542	0.0%	Shares	Sole	2025-04-30
2024-12-31	$1,318,289	12,542	-1.1%	Shares	Sole	2025-01-30
2024-09-30	$1,506,764	12,680	+3.2%	Shares	Sole	2024-10-28
2024-06-30	$1,100,892	12,284	+4.3%	Shares	Sole	2024-07-31
2024-03-31	$944,472	11,775	+5.1%	Shares	Sole	2024-05-10
2023-12-31	$784,335	11,208	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.