Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$740,934
+$140,351 QoQ
Shares Held
5,866
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#577
of 1,152 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Pinnacle Family Advisors, LLC holds $1,115,678 across 2 REIT - Specialty names. IRM ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
5,866 | $740,934 | |
| 2 | EPR |
Epr Properties
|
6,460 | $374,744 |
All Filings in IRM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,934 | 5,866 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $600,583 | 5,880 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $485,174 | 5,849 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $593,902 | 5,826 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $574,494 | 5,601 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $480,791 | 5,588 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $585,252 | 5,568 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $650,831 | 5,477 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $467,278 | 5,214 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $419,177 | 5,226 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $364,035 | 5,202 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $307,534 | 5,173 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $294,895 | 5,190 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $273,121 | 5,162 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $255,780 | 5,131 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $224,159 | 5,098 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,060,078 | 21,772 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,236,363 | 22,313 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,124,414 | 21,487 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $941,604 | 21,671 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $679,616 | 16,059 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||