Capital Investment Advisory Services, LLC
Position in IRM — Iron Mountain Inc
CIK 1659203
RALEIGH, NC
Position in IRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,154,094
+$210,934 QoQ
Shares Held
9,137
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#496
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, 2026Capital Investment Advisory Services, LLC holds $1,908,642 across 2 REIT - Specialty names. IRM ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
9,137 | $1,154,094 | |
| 2 | AMT |
American Tower Corp /Ma/
|
4,613 | $754,548 |
All Filings in IRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,094 | 9,137 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $943,160 | 9,234 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $799,555 | 9,639 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $987,186 | 9,684 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $932,156 | 9,088 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $781,501 | 9,083 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $870,626 | 8,283 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,004,707 | 8,455 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,007,508 | 11,242 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $894,742 | 11,155 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $783,496 | 11,196 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $914,043 | 15,375 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $871,448 | 15,337 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $788,941 | 14,911 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $777,211 | 15,591 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $677,753 | 15,414 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $805,332 | 16,540 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,441,380 | 26,013 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,411,758 | 26,978 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,100,284 | 25,323 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,158,763 | 27,381 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,049,677 | 28,362 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $865,061 | 29,344 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $811,763 | 30,301 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $766,269 | 29,359 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $678,633 | 28,514 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||