Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$281,544
-$545,483 QoQ
Shares Held
2,229
-88.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#823
of 1,152 holders
Holding Since
Sep 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Financial Engines Advisors L.L.C. holds $1,454,995 across 2 REIT - Specialty names. IRM ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
7,174 | $1,173,451 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
2,229 | $281,544 |
All Filings in IRM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,544 | 2,229 | Shares | Sole | 2026-08-14 | |
| 2021-09-30 | $827,027 | 19,034 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $932,224 | 22,028 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $815,256 | 22,028 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $675,121 | 22,901 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $606,820 | 22,651 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||