Sowell Financial Services LLC

Position in IRM — Iron Mountain Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in IRM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$424,906

+$91,624 QoQ

Shares Held

3,364

+3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#704

of 1,151 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Sowell Financial Services LLC holds $3,868,578 across 5 REIT - Specialty names. IRM ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co	83,836	$2,007,033
2	GLPI	Gaming & Leisure Properties, Inc.	18,408	$819,708
3	IRM	Iron Mountain Inc This page	3,364	$424,906
4	AMT	American Tower Corp /Ma/	2,478	$405,326
5	EQIX	Equinix Inc	203	$211,605

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,906	3,364	+3.1%	Shares	Sole	2026-07-20
2026-03-31	$333,282	3,263	+18.9%	Shares	Sole	2026-04-20
2025-12-31	$227,614	2,744	-10.0%	Shares	Sole	2026-01-21
2025-09-30	$310,917	3,050	-5.2%	Shares	Sole	2025-10-17
2025-06-30	$330,070	3,218	-2.9%	Shares	Sole	2025-07-14
2025-03-31	$285,136	3,314	+136.4%	Shares	Sole	2025-04-17
2021-03-31	$51,888	1,402	+2.4%	Shares	Sole	2021-05-07
2020-12-31	$40,358	1,369	+22.3%	Shares	Sole	2021-01-13
2020-09-30	$29,978	1,119	-23.3%	Shares	Sole	2020-11-12
2020-06-30	$38,053	1,458	+32.1%	Shares	Sole	2020-08-13
2020-03-31	$26,275	1,104	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.