Position in IRM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$452,442
+$86,781 QoQ
Shares Held
3,582
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#691
of 1,152 holders
Holding Since
Mar 2020
26 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, 2026Teamwork Financial Advisors, LLC holds $989,730 across 2 REIT - Specialty names. IRM ranks #2 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPR |
Epr Properties
|
9,262 | $537,288 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
3,582 | $452,442 |
All Filings in IRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,442 | 3,582 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $365,661 | 3,580 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $369,376 | 4,453 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $455,569 | 4,469 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $459,103 | 4,476 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $384,082 | 4,464 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $472,364 | 4,494 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $534,972 | 4,502 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $421,572 | 4,704 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $377,388 | 4,705 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $331,775 | 4,741 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $580,232 | 9,760 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $565,699 | 9,956 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $598,359 | 11,309 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $631,749 | 12,673 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $355,717 | 8,090 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $318,724 | 6,546 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $717,947 | 12,957 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,490,201 | 28,477 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,306,628 | 30,072 | Shares | Defined | 2021-10-13 | |
| 2021-06-30 | $1,271,673 | 30,049 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,179,545 | 31,871 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,066,645 | 36,182 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $957,581 | 35,744 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,192,430 | 45,687 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $553,064 | 23,238 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||