Jacobi Capital Management LLC

Position in IRM — Iron Mountain Inc

CIK 1689646 PITTSTON, PA

Position in IRM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$289,628

+$48,272 QoQ

Shares Held

2,293

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#815

of 1,151 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Jacobi Capital Management LLC holds $4,192,829 across 6 REIT - Specialty names. IRM ranks #6 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	8,574	$1,402,449
2	DLR	Digital Realty Trust, Inc.	6,262	$1,124,529
3	CCI	Crown Castle Inc.	9,496	$719,132
4	GLPI	Gaming & Leisure Properties, Inc.	7,869	$350,406
5	FRMI	Fermi Inc.	33,481	$306,685
6	IRM	Iron Mountain Inc This page	2,293	$289,628

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,628	2,293	-3.0%	Shares	Sole	2026-07-31
2026-03-31	$241,356	2,363	-27.9%	Shares	Sole	2026-05-14
2025-09-30	$334,261	3,279	+0.6%	Shares	Sole	2025-11-07
2025-06-30	$334,378	3,260	+3.8%	Shares	Sole	2025-08-12
2025-03-31	$270,251	3,141	+0.1%	Shares	Sole	2025-05-27
2024-12-31	$329,835	3,138	-4.9%	Shares	Sole	2025-02-05
2024-09-30	$392,139	3,300	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$295,477	3,297	+0.1%	Shares	Sole	2024-08-09
2024-03-31	$264,131	3,293	+0.2%	Shares	Sole	2024-05-10
2023-12-31	$230,094	3,288	+147.8%	Shares	Sole	2024-02-14
2021-09-30	$57,658	1,327	+13.9%	Shares	Sole	2021-11-15
2021-06-30	$49,302	1,165	+0.2%	Shares	Sole	2021-08-12
2021-03-31	$43,042	1,163	+0.3%	Shares	Sole	2021-05-11
2020-12-31	$34,196	1,160	+0.3%	Shares	Sole	2021-02-08
2020-09-30	$30,996	1,157	-27.9%	Shares	Sole	2020-10-30
2020-06-30	$41,864	1,604	-7.2%	Shares	Sole	2020-08-04
2020-03-31	$41,150	1,729	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.