SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in IRM — Iron Mountain Inc

CIK 1531593 NEW YORK, NY

Back to IRM Full portfolio

Position in IRM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$72,628

+$67,624 QoQ

Shares Held

575

+1073.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#971

of 1,152 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in IRM Over Time

Shares Held

Position Value (USD)

Derivatives in IRM

reported options exposure · as of Jun 30, 2023

CallValue

CallShares

PutValue

$11,364

PutShares

200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $366,306 across 12 REIT - Specialty names. IRM ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GLPI	Gaming & Leisure Properties, Inc.	2,076	$92,444
2	IRM	Iron Mountain Inc This page	575	$72,628
3	DLR	Digital Realty Trust, Inc.	376	$67,522
4	EQIX	Equinix Inc	42	$43,780
5	UNIT	Uniti Group Inc.	2,287	$26,231
6	AMT	American Tower Corp /Ma/	108	$17,665
7	LAMR	Lamar Advertising Co/New	100	$15,598
8	EPR	Epr Properties	233	$13,516

All Filings in IRM

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,628	575	+1073.5%	Shares	Sole	2026-08-03
2026-03-31	$5,004	49	-88.8%	Shares	Sole	2026-04-30
2025-12-31	$36,332	438	-13.8%	Shares	Sole	2026-02-17
2025-09-30	$51,785	508	+155.3%	Shares	Sole	2025-11-13
2025-06-30	$20,411	199	-90.0%	Shares	Sole	2025-08-12
2024-12-31	$210,220	2,000	+900.0%	Shares	Sole	2025-02-12
2024-03-31	$16,042	200	-84.6%	Shares	Sole	2024-05-13
2023-12-31	$90,974	1,300	+333.3%	Shares	Sole	2024-02-14
2023-09-30	$17,835	300	-72.2%	Shares	Sole	2023-11-13
2023-06-30	$61,422	1,081	-57.4%	Shares	Sole	2023-08-14
2023-06-30	$11,364	200	-96.6%	Put	Sole	2023-08-14
2023-03-31	$134,285	2,538	-75.2%	Shares	Sole	2023-05-12
2022-12-31	$509,516	10,221	+24.6%	Shares	Sole	2023-02-13
2022-12-31	$289,130	5,800	0.0%	Put	Sole	2023-02-13
2022-09-30	$255,026	5,800	+262.5%	Put	Sole	2022-11-02
2022-09-30	$360,554	8,200	+202.8%	Shares	Sole	2022-11-02
2022-06-30	$131,852	2,708	-25.2%	Shares	Sole	2022-08-02
2022-03-31	$55,410	1,000	—	Call	Sole	2022-05-11
2022-03-31	$88,656	1,600	-38.5%	Put	Sole	2022-05-11
2022-03-31	$200,528	3,619	-47.8%	Shares	Sole	2022-05-11
2021-12-31	$362,646	6,930	-33.4%	Shares	Sole	2022-01-18
2021-12-31	$136,058	2,600	+4714.8%	Put	Sole	2022-01-18
2021-09-30	$451,880	10,400	+42.5%	Shares	Sole	2021-10-20
2021-09-30	$2,346	54	—	Put	Sole	2021-10-20
2020-12-31	$215,204	7,300	—	Shares	Sole	2021-02-25
No filing history on record for this holder in this stock.