Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$552,227
+$135,905 QoQ
Shares Held
4,372
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#634
of 1,152 holders
Holding Since
Mar 2020
4 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, 2026Advisory Alpha, LLC holds $777,135 across 2 REIT - Specialty names. IRM ranks #1 (71.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
4,372 | $552,227 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,375 | $224,908 |
All Filings in IRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,227 | 4,372 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $416,322 | 4,076 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $261,553 | 2,550 | Shares | Sole | 2025-08-01 | |
| 2020-03-31 | $22,110 | 929 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||