Position in IRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$879,117
+$851,608 QoQ
Shares Held
6,960
+1131.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#550
of 1,152 holders
Holding Since
Jun 2021
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Lee Financial Co holds $879,117 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
|
6,960 | $879,117 |
All Filings in IRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $879,117 | 6,960 | Shares | Sole | 2026-07-22 | |
| 2022-06-30 | $27,509 | 565 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $29,644 | 535 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $26,165 | 500 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $28,242 | 650 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,348 | 150 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||