Capital Investment Advisors, LLC

Position in IRM — Iron Mountain Inc

CIK 1582732 ATLANTA, GA

Position in IRM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,881,004

+$514,012 QoQ

Shares Held

22,809

-1.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#341

of 1,152 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Capital Investment Advisors, LLC holds $19,012,854 across 5 REIT - Specialty names. IRM ranks #2 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	76,315	$13,704,647
2	IRM	Iron Mountain Inc This page	22,809	$2,881,004
3	CCI	Crown Castle Inc.	16,619	$1,258,556
4	AMT	American Tower Corp /Ma/	5,048	$825,701
5	EQIX	Equinix Inc	329	$342,946

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,881,004	22,809	-1.6%	Shares	Sole	2026-08-06
2026-03-31	$2,366,992	23,174	+0.4%	Shares	Sole	2026-04-17
2025-12-31	$1,913,988	23,074	-0.7%	Shares	Sole	2026-01-13
2025-09-30	$2,367,760	23,227	-0.7%	Shares	Sole	2025-10-23
2025-06-30	$2,397,984	23,379	-3.4%	Shares	Sole	2025-07-17
2025-03-31	$2,082,340	24,202	-6.2%	Shares	Sole	2025-04-14
2024-12-31	$2,711,312	25,795	-2.2%	Shares	Sole	2025-01-13
2024-09-30	$3,135,567	26,387	-2.4%	Shares	Sole	2024-10-17
2024-06-30	$2,422,518	27,031	+1.0%	Shares	Sole	2024-07-12
2024-03-31	$2,146,580	26,762	-3.6%	Shares	Sole	2024-04-15
2023-12-31	$1,943,554	27,773	+2.2%	Shares	Sole	2024-01-05
2023-09-30	$1,616,029	27,183	-8.0%	Shares	Sole	2023-10-16
2023-06-30	$1,679,485	29,558	-4.5%	Shares	Sole	2023-07-11
2023-03-31	$1,638,305	30,964	+5.4%	Shares	Sole	2023-04-10
2022-12-31	$1,464,293	29,374	+5.8%	Shares	Sole	2023-01-05
2022-09-30	$1,220,958	27,768	+18.5%	Shares	Sole	2022-10-05
2022-06-30	$1,141,098	23,436	+17.1%	Shares	Sole	2022-07-06
2022-03-31	$1,109,308	20,020	+4.1%	Shares	Sole	2022-04-13
2021-12-31	$1,006,410	19,232	+6.2%	Shares	Sole	2022-01-10
2021-09-30	$786,488	18,101	+41.0%	Shares	Sole	2021-10-13
2021-06-30	$543,304	12,838	+89.1%	Shares	Sole	2021-07-14
2021-03-31	$251,260	6,789	—	Shares	Sole	2021-04-27
No filing history on record for this holder in this stock.