Essex Financial Services, Inc.

Position in IRM — Iron Mountain Inc

CIK 1315785 ESSEX, CT

Position in IRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$792,216

+$162,013 QoQ

Shares Held

6,272

+1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#567

of 1,152 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Essex Financial Services, Inc. holds $2,541,192 across 3 REIT - Specialty names. IRM ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LAMR	Lamar Advertising Co/New	6,497	$1,013,402
2	IRM	Iron Mountain Inc This page	6,272	$792,216
3	AMT	American Tower Corp /Ma/	4,497	$735,574

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$792,216	6,272	+1.7%	Shares	Sole	2026-08-10
2026-03-31	$630,203	6,170	+1.0%	Shares	Sole	2026-04-24
2025-12-31	$506,658	6,108	-22.2%	Shares	Sole	2026-02-10
2025-09-30	$799,923	7,847	-0.2%	Shares	Sole	2025-11-07
2025-06-30	$806,405	7,862	+0.3%	Shares	Sole	2025-07-16
2025-03-31	$674,209	7,836	-0.1%	Shares	Sole	2025-04-25
2024-12-31	$824,377	7,843	-0.0%	Shares	Defined	2025-01-29
2024-09-30	$932,102	7,844	-11.3%	Shares	Defined	2024-10-24
2024-06-30	$792,240	8,840	+46.8%	Shares	Defined	2024-08-09
2024-03-31	$483,024	6,022	-63.5%	Shares	Sole	2024-04-24
2023-12-31	$1,153,760	16,487	+4.0%	Shares	Sole	2024-02-06
2023-09-30	$942,579	15,855	-3.6%	Shares	Sole	2023-11-15
2023-06-30	$934,916	16,454	-3.1%	Shares	Sole	2023-08-09
2023-03-31	$898,358	16,979	+0.7%	Shares	Sole	2023-05-11
2022-12-31	$840,171	16,854	+4.9%	Shares	Sole	2023-02-10
2022-09-30	$706,729	16,073	+10.9%	Shares	Sole	2022-11-07
2022-06-30	$705,615	14,492	+6.0%	Shares	Sole	2022-08-01
2022-03-31	$757,620	13,673	+11.7%	Shares	Sole	2022-04-21
2021-12-31	$640,623	12,242	+11.3%	Shares	Sole	2022-02-11
2021-09-30	$477,819	10,997	-0.5%	Shares	Sole	2021-11-10
2021-06-30	$467,678	11,051	0.0%	Shares	Sole	2021-07-30
2021-03-31	$408,997	11,051	-1.4%	Shares	Sole	2021-05-11
2020-12-31	$330,529	11,212	+21.6%	Shares	Sole	2021-02-05
2020-09-30	$246,923	9,217	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.