Sigma Planning Corp

Position in IRM — Iron Mountain Inc

CIK 1449126 ANN ARBOR, MI

Position in IRM

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

Position Value

$311,733

+$38,611 QoQ

Shares Held

2,468

-7.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#788

of 1,152 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Sigma Planning Corp holds $2,370,333 across 6 REIT - Specialty names. IRM ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	693	$722,376
2	DLR	Digital Realty Trust, Inc.	2,596	$466,189
3	AMT	American Tower Corp /Ma/	2,435	$398,292
4	IRM	Iron Mountain Inc This page	2,468	$311,733
5	WY	Weyerhaeuser Co	12,138	$290,583
6	LAND	GLADSTONE LAND Corp	21,238	$181,160

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,733	2,468	-7.7%	Shares	Sole	2026-08-07
2026-03-31	$273,122	2,674	-25.8%	Shares	Sole	2026-05-04
2025-12-31	$299,034	3,605	+5.7%	Shares	Sole	2026-01-30
2025-09-30	$347,819	3,412	-10.9%	Shares	Sole	2025-11-10
2025-06-30	$392,740	3,829	-7.5%	Shares	Sole	2025-08-05
2025-03-31	$356,205	4,140	+26.5%	Shares	Sole	2025-05-02
2024-12-31	$343,919	3,272	-28.9%	Shares	Sole	2025-02-03
2024-09-30	$546,736	4,601	-13.8%	Shares	Sole	2024-11-04
2024-06-30	$478,301	5,337	-19.4%	Shares	Sole	2024-08-06
2024-03-31	$531,150	6,622	+73.9%	Shares	Sole	2024-05-02
2023-12-31	$266,553	3,809	-49.1%	Shares	Sole	2024-02-01
2023-09-30	$444,448	7,476	-11.6%	Shares	Sole	2023-11-06
2023-06-30	$480,413	8,455	-41.5%	Shares	Sole	2023-08-02
2023-03-31	$764,232	14,444	+0.4%	Shares	Sole	2023-05-08
2022-12-31	$717,391	14,391	+19.3%	Shares	Sole	2023-01-24
2022-09-30	$530,585	12,067	+1.4%	Shares	Sole	2022-11-10
2022-06-30	$579,557	11,903	-5.6%	Shares	Sole	2022-08-11
2022-03-31	$698,443	12,605	-1.1%	Shares	Sole	2022-04-20
2021-12-31	$666,736	12,741	-1.0%	Shares	Sole	2022-02-02
2021-09-30	$559,462	12,876	-28.9%	Shares	Sole	2021-10-28
2021-06-30	$766,669	18,116	-9.6%	Shares	Sole	2021-08-13
2021-03-31	$741,532	20,036	-29.7%	Shares	Sole	2021-05-06
2020-12-31	$840,415	28,508	-15.4%	Shares	Sole	2021-02-09
2020-09-30	$902,849	33,701	-4.0%	Shares	Sole	2020-11-03
2020-06-30	$916,083	35,099	+10.8%	Shares	Sole	2020-07-31
2020-03-31	$754,103	31,685	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.