KESTRA PRIVATE WEALTH SERVICES, LLC

Position in IRM — Iron Mountain Inc

CIK 1649451 AUSTIN, TX

Position in IRM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,931,911

+$384,184 QoQ

Shares Held

15,295

+0.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#397

of 1,151 holders

Holding Since

Sep 2020

11 quarters on record

Real Estate · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $15,742,065 across 8 REIT - Specialty names. IRM ranks #4 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	20,309	$3,647,090
2	CCI	Crown Castle Inc.	37,706	$2,855,475
3	AMT	American Tower Corp /Ma/	17,394	$2,845,136
4	IRM	Iron Mountain Inc This page	15,295	$1,931,911
5	EQIX	Equinix Inc	1,506	$1,569,839
6	OUT	OUTFRONT Media Inc.	36,040	$1,180,670
7	EPR	Epr Properties	17,395	$1,009,083
8	GLPI	Gaming & Leisure Properties, Inc.	15,784	$702,861

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,931,911	15,295	+0.9%	Shares	Sole	2026-07-28
2026-03-31	$1,547,727	15,153	+4.9%	Shares	Sole	2026-04-20
2025-12-31	$1,198,793	14,452	+3.3%	Shares	Sole	2026-01-29
2025-09-30	$1,425,528	13,984	-5.7%	Shares	Sole	2025-11-17
2025-06-30	$1,520,805	14,827	+2.0%	Shares	Sole	2025-08-07
2025-03-31	$1,250,763	14,537	+14.7%	Shares	Sole	2025-05-05
2024-12-31	$1,332,479	12,677	-4.0%	Shares	Sole	2025-01-28
2024-09-30	$1,569,863	13,211	-7.1%	Shares	Sole	2024-11-13
2024-06-30	$1,274,665	14,223	+0.3%	Shares	Sole	2024-08-12
2024-03-31	$1,137,458	14,181	-78.5%	Shares	Sole	2024-05-02
2020-09-30	$1,770,202	66,077	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.