Advisory Services Network, LLC

Position in IRM — Iron Mountain Inc

CIK 1573876 Atlanta, GA

Position in IRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,573,437

+$311,400 QoQ

Shares Held

12,457

+0.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#435

of 1,160 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Advisory Services Network, LLC holds $13,946,981 across 10 REIT - Specialty names. IRM ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	35,421	$5,793,805
2	WY	Weyerhaeuser Co	76,948	$1,842,131
3	IRM	Iron Mountain Inc This page	12,457	$1,573,437
4	RYN	Rayonier Inc	54,156	$1,152,438
5	DLR	Digital Realty Trust, Inc.	6,049	$1,086,275
6	CCI	Crown Castle Inc.	10,445	$790,995
7	LAMR	Lamar Advertising Co/New	4,463	$696,135
8	EQIX	Equinix Inc	538	$560,799

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,573,437	12,457	+0.8%	Shares	Sole	2026-08-12
2026-03-31	$1,262,037	12,356	+5.4%	Shares	Sole	2026-05-15
2025-12-31	$972,502	11,724	-3.5%	Shares	Sole	2026-02-17
2025-09-30	$1,238,466	12,149	+4.2%	Shares	Sole	2025-11-18
2025-06-30	$1,196,372	11,664	-2.9%	Shares	Sole	2025-08-19
2025-03-31	$1,033,854	12,016	-57.5%	Shares	Sole	2025-05-15
2024-12-31	$2,974,189	28,296	+5.9%	Shares	Sole	2025-02-13
2024-09-30	$3,175,255	26,721	0.0%	Shares	Sole	2024-11-14
2024-06-30	$2,394,734	26,721	+5.7%	Shares	Sole	2024-08-13
2024-03-31	$2,028,028	25,284	+8.7%	Shares	Sole	2024-05-06
2023-12-31	$1,627,593	23,258	-11.5%	Shares	Sole	2024-02-09
2023-09-30	$1,562,999	26,291	+4.4%	Shares	Sole	2023-11-14
2023-06-30	$1,430,328	25,173	-1.9%	Shares	Sole	2023-08-09
2023-03-31	$1,357,616	25,659	+1.3%	Shares	Sole	2023-05-17
2022-12-31	$1,262,101	25,318	-1.6%	Shares	Sole	2023-02-13
2022-09-30	$1,131,259	25,728	-2.7%	Shares	Sole	2022-11-14
2022-06-30	$1,287,849	26,450	+3.1%	Shares	Sole	2022-08-02
2022-03-31	$1,421,153	25,648	-26.9%	Shares	Sole	2022-05-23
2021-12-31	$1,834,899	35,064	-33.9%	Shares	Sole	2022-02-14
2021-09-30	$2,306,195	53,077	-37.6%	Shares	Sole	2021-11-05
2021-06-30	$3,601,474	85,101	+26.5%	Shares	Sole	2021-08-12
2021-03-31	$2,489,625	67,269	+507.4%	Shares	Sole	2021-05-24
2020-12-31	$326,461	11,074	-2.2%	Shares	Sole	2021-02-09
2020-09-30	$303,369	11,324	+43.4%	Shares	Sole	2020-11-16
2020-06-30	$206,163	7,899	-0.5%	Shares	Sole	2020-08-10
2020-03-31	$188,995	7,941	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.