Lavaca Capital LLC

Position in IRM — Iron Mountain Inc

CIK 1641447 HOUSTON, TX

Position in IRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$145,130

+$21,643 QoQ

Shares Held

1,149

-5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#939

of 1,152 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Lavaca Capital LLC holds $1,059,387 across 3 REIT - Specialty names. IRM ranks #2 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	5,000	$897,900
2	IRM	Iron Mountain Inc This page	1,149	$145,130
3	AMT	American Tower Corp /Ma/	100	$16,357

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$145,130	1,149	-5.0%	Shares	Sole	2026-08-14
2026-03-31	$123,487	1,209	+25.8%	Shares	Sole	2026-05-13
2025-12-31	$79,714	961	-12.7%	Shares	Sole	2026-02-13
2025-09-30	$112,235	1,101	0.0%	Shares	Sole	2025-11-13
2025-06-30	$112,929	1,101	0.0%	Shares	Sole	2025-08-28
2025-03-31	$94,730	1,101	0.0%	Shares	Sole	2025-05-15
2024-12-31	$115,726	1,101	-94.3%	Shares	Sole	2025-02-14
2023-03-31	$1,017,459	19,230	0.0%	Shares	Sole	2023-05-15
2022-12-31	$958,615	19,230	-0.3%	Shares	Sole	2023-02-14
2022-09-30	$848,313	19,293	-2.0%	Shares	Sole	2022-11-14
2022-06-30	$958,852	19,693	+3.4%	Shares	Sole	2022-08-12
2022-03-31	$1,055,782	19,054	-22.5%	Shares	Sole	2022-05-13
2021-12-31	$1,286,690	24,588	-0.4%	Shares	Sole	2022-02-10
2021-09-30	$1,072,172	24,676	-1.0%	Shares	Sole	2021-11-12
2021-06-30	$1,054,868	24,926	0.0%	Shares	Sole	2021-08-13
2021-03-31	$922,511	24,926	-9.7%	Shares	Sole	2021-05-14
2020-12-31	$813,824	27,606	-0.1%	Shares	Sole	2021-01-13
2020-09-30	$740,314	27,634	-7.9%	Shares	Sole	2020-11-10
2020-06-30	$783,469	30,018	-0.2%	Shares	Sole	2020-08-11
2020-03-31	$715,999	30,084	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.