RFG Advisory, LLC

Position in IRM — Iron Mountain Inc

CIK 1633387 BIRMINGHAM, AL

Position in IRM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,135,902

+$399,727 QoQ

Shares Held

16,910

-0.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#380

of 1,152 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Real Estate · as of Jun 30, 2026

RFG Advisory, LLC holds $5,081,358 across 6 REIT - Specialty names. IRM ranks #1 (42.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc This page	16,910	$2,135,902
2	AMT	American Tower Corp /Ma/	4,640	$758,964
3	CCI	Crown Castle Inc.	8,819	$667,862
4	LAMR	Lamar Advertising Co/New	4,112	$641,389
5	EPR	Epr Properties	9,581	$555,793
6	DLR	Digital Realty Trust, Inc.	1,790	$321,448

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,135,902	16,910	-0.5%	Shares	Sole	2026-07-15
2026-03-31	$1,736,175	16,998	-8.3%	Shares	Sole	2026-04-20
2025-12-31	$1,537,146	18,531	-1.2%	Shares	Sole	2026-02-03
2025-09-30	$1,912,496	18,761	-5.5%	Shares	Sole	2025-11-06
2025-06-30	$2,035,809	19,848	+9.2%	Shares	Sole	2025-07-28
2025-03-31	$1,564,465	18,183	+28.2%	Shares	Sole	2025-04-09
2024-12-31	$1,490,249	14,178	-3.8%	Shares	Sole	2025-01-21
2024-09-30	$1,750,484	14,731	+1.5%	Shares	Sole	2024-10-17
2024-06-30	$1,300,475	14,511	-2.8%	Shares	Sole	2024-07-15
2024-03-31	$1,197,214	14,926	-7.1%	Shares	Sole	2024-04-11
2023-12-31	$1,124,368	16,067	-4.3%	Shares	Sole	2024-01-25
2023-09-30	$997,808	16,784	-18.5%	Shares	Sole	2023-10-16
2023-06-30	$1,170,321	20,597	-16.9%	Shares	Sole	2023-08-03
2023-03-31	$1,311,003	24,778	-2.6%	Shares	Sole	2023-05-09
2022-12-31	$1,267,635	25,429	-6.8%	Shares	Sole	2023-02-15
2022-09-30	$1,199,633	27,283	-2.1%	Shares	Sole	2022-11-10
2022-06-30	$1,356,892	27,868	+2.8%	Shares	Sole	2022-08-09
2022-03-31	$1,502,442	27,115	-2.7%	Shares	Sole	2022-05-11
2021-12-31	$1,458,489	27,871	-3.4%	Shares	Sole	2022-02-02
2021-09-30	$1,253,184	28,842	-12.4%	Shares	Sole	2021-10-19
2021-06-30	$1,393,005	32,916	-10.0%	Shares	Sole	2021-07-29
2021-03-31	$1,353,011	36,558	-31.9%	Shares	Sole	2021-04-19
2020-12-31	$1,583,518	53,715	+1.5%	Shares	Sole	2021-02-02
2020-09-30	$1,417,887	52,926	+75.3%	Shares	Sole	2020-10-13
2020-06-30	$787,854	30,186	-4.4%	Shares	Sole	2020-08-03
2020-03-31	$751,270	31,566	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.