OneDigital Investment Advisors LLC
Position in IRM — Iron Mountain Inc
CIK 1690370
OVERLAND PARK, KS
Position in IRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$628,897
+$144,958 QoQ
Shares Held
4,979
+5.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#615
of 1,152 holders
Holding Since
Sep 2023
12 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, 2026OneDigital Investment Advisors LLC holds $12,955,619 across 7 REIT - Specialty names. IRM ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
35,887 | $5,597,654 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
105,190 | $4,684,110 | |
| 3 | AMT |
American Tower Corp /Ma/
|
7,322 | $1,197,659 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
4,979 | $628,897 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
1,888 | $339,047 | |
| 6 | CCI |
Crown Castle Inc.
|
3,518 | $266,418 | |
| 7 | EQIX |
Equinix Inc
|
232 | $241,834 |
All Filings in IRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,897 | 4,979 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $483,939 | 4,738 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $455,727 | 5,494 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $590,640 | 5,794 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $636,754 | 6,208 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $467,369 | 5,432 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $599,021 | 5,699 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $711,316 | 5,986 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $528,489 | 5,897 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $451,101 | 5,624 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $382,860 | 5,471 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $419,479 | 7,056 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||