Sequoia Financial Advisors, LLC

Position in IRM — Iron Mountain Inc

CIK 1599900 Akron, OH

Position in IRM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,567,254

+$498,462 QoQ

Shares Held

12,408

+18.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#62

of 259 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $19,677,749 across 13 REIT - Specialty names. IRM ranks #5 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	35,551	$6,384,248
2	EQIX	Equinix Inc	2,240	$2,334,953
3	AMT	American Tower Corp /Ma/	12,326	$2,016,163
4	FRMI	Fermi Inc.	201,456	$1,845,336
5	IRM	Iron Mountain Inc This page	12,408	$1,567,254
6	GLPI	Gaming & Leisure Properties, Inc.	34,538	$1,537,977
7	RYN	Rayonier Inc	42,450	$903,336
8	WY	Weyerhaeuser Co	32,323	$773,812

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,567,254	12,408	+18.6%	Shares	Sole	2026-07-17
2026-03-31	$1,068,792	10,464	+12.8%	Shares	Sole	2026-04-30
2025-12-31	$769,195	9,273	-8.3%	Shares	Sole	2026-02-03
2025-09-30	$1,031,021	10,114	-5.2%	Shares	Sole	2025-10-29
2025-06-30	$1,094,216	10,668	+20.2%	Shares	Sole	2025-07-25
2025-03-31	$763,432	8,873	+7.0%	Shares	Sole	2025-04-23
2024-12-31	$871,677	8,293	+8.5%	Shares	Sole	2025-08-08
2024-09-30	$908,574	7,646	-3.6%	Shares	Sole	2024-10-21
2024-06-30	$711,134	7,935	+12.2%	Shares	Sole	2024-07-15
2024-03-31	$567,325	7,073	-30.9%	Shares	Sole	2024-04-30
2023-12-31	$716,665	10,241	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.