FLAGSHIP HARBOR ADVISORS, LLC

Position in IRM — Iron Mountain Inc

CIK 1691766 BOSTON, MA

Position in IRM

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$407,232

+$291,683 QoQ

Shares Held

3,987

+186.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $2,121,762 across 3 REIT - Specialty names.

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	7,666	$1,253,927
2	EQIX	Equinix Inc	480	$500,347
3	LAMR	Lamar Advertising Co/New	2,356	$367,488

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$407,232	3,987	+186.2%	Shares	Sole	2026-04-28
2025-12-31	$115,549	1,393	-82.5%	Shares	Sole	2026-01-21
2025-09-30	$809,913	7,945	-4.2%	Shares	Sole	2025-11-05
2025-06-30	$850,202	8,289	-2.9%	Shares	Sole	2025-08-04
2025-03-31	$734,781	8,540	-4.1%	Shares	Sole	2025-04-22
2024-12-31	$936,109	8,906	+12.3%	Shares	Sole	2025-01-21
2024-09-30	$942,203	7,929	+26.2%	Shares	Sole	2024-10-21
2024-06-30	$563,082	6,283	-0.2%	Shares	Sole	2025-12-02
2024-03-31	$504,921	6,295	-1.4%	Shares	Sole	2024-04-16
2023-12-31	$446,892	6,386	-4.3%	Shares	Sole	2024-01-10
2023-09-30	$396,828	6,675	+4.4%	Shares	Sole	2023-10-17
2023-06-30	$363,363	6,395	+6.3%	Shares	Sole	2023-07-11
2023-03-31	$318,412	6,018	+5.5%	Shares	Sole	2023-04-12
2022-12-31	$284,294	5,703	-0.7%	Shares	Sole	2023-01-13
2022-09-30	$252,607	5,745	+2.1%	Shares	Sole	2022-10-13
2022-06-30	$274,076	5,629	+17.0%	Shares	Sole	2022-07-13
2022-03-31	$266,577	4,811	-22.8%	Shares	Sole	2022-04-13
2021-09-30	$270,867	6,234	0.0%	Shares	Sole	2021-11-01
2021-06-30	$263,822	6,234	-3.4%	Shares	Sole	2021-07-26
2021-03-31	$238,936	6,456	+43.9%	Shares	Sole	2021-05-03
2020-09-30	$120,206	4,487	+72.0%	Shares	Sole	2020-10-13
2020-06-30	$68,068	2,608	+96.5%	Shares	Sole	2020-07-31
2020-03-31	$31,582	1,327	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.