Position in IRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,909,428
+$484,065 QoQ
Shares Held
15,117
+8.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#400
of 1,152 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Trust Investment Advisors holds $1,909,428 across 1 REIT - Specialty name. IRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
15,117 | $1,909,428 |
All Filings in IRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,909,428 | 15,117 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,425,363 | 13,955 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,435,947 | 17,311 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,766,416 | 17,328 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $1,751,998 | 17,081 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,584,770 | 18,419 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,909,112 | 18,163 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,937,285 | 16,303 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,694,624 | 18,909 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,553,908 | 19,373 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,367,339 | 19,539 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,163,555 | 19,572 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,162,878 | 20,466 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,081,162 | 20,434 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,042,313 | 20,909 | Shares | Sole | 2023-02-28 | |
| 2022-09-30 | $933,351 | 21,227 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,032,958 | 21,215 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,206,331 | 21,771 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,122,112 | 21,443 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $877,081 | 20,186 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $859,476 | 20,309 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $719,474 | 19,440 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $575,007 | 19,505 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $513,430 | 19,165 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $463,666 | 17,765 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $453,747 | 19,065 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||