Savant Capital, LLC

Position in IRM — Iron Mountain Inc

CIK 1482880 ROCKFORD, IL

Position in IRM

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

Position Value

$1,270,173

+$130,291 QoQ

Shares Held

10,056

-9.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#475

of 1,151 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 19% Shared 7% None 74%

Real Estate · as of Jun 30, 2026

Savant Capital, LLC holds $7,463,858 across 9 REIT - Specialty names. IRM ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	8,646	$1,414,226
2	EQIX	Equinix Inc	1,258	$1,311,326
3	IRM	Iron Mountain Inc This page	10,056	$1,270,173
4	GLPI	Gaming & Leisure Properties, Inc.	24,697	$1,099,757
5	DLR	Digital Realty Trust, Inc.	5,854	$1,051,261
6	WY	Weyerhaeuser Co	24,962	$597,590
7	LAMR	Lamar Advertising Co/New	1,736	$270,781
8	CCI	Crown Castle Inc.	2,971	$224,993

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,270,173	10,056	-9.9%	Shares	Sole	2026-08-10
2026-03-31	$1,139,882	11,160	+24.7%	Shares	Sole	2026-05-04
2025-12-31	$742,319	8,949	-4.8%	Shares	Sole	2026-02-10
2025-09-30	$957,930	9,397	+5.1%	Shares	Sole	2026-03-04
2025-06-30	$917,488	8,945	+2.7%	Shares	Sole	2026-03-04
2025-03-31	$749,752	8,714	-25.7%	Shares	Sole	2026-03-04
2024-12-31	$1,232,940	11,730	+3.5%	Shares	Sole	2025-01-29
2024-09-30	$1,347,056	11,336	+9.4%	Shares	Sole	2024-11-04
2024-06-30	$928,911	10,365	-14.5%	Shares	Sole	2024-08-05
2024-03-31	$972,225	12,121	+1.1%	Shares	Sole	2024-05-06
2023-12-31	$839,130	11,991	-2.8%	Shares	Sole	2024-02-05
2023-09-30	$733,672	12,341	-0.2%	Shares	Sole	2023-11-07
2023-06-30	$702,863	12,370	—	Shares	Sole	2023-08-04
No filing history on record for this holder in this stock.