Heritage Trust Co

Bank

Position in IRM — Iron Mountain Inc

CIK 1706028 OKLAHOMA CITY, OK

Position in IRM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,751,154

+$707,587 QoQ

Shares Held

29,698

-0.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#309

of 1,152 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Heritage Trust Co holds $9,140,583 across 4 REIT - Specialty names. IRM ranks #2 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	22,978	$3,758,510
2	IRM	Iron Mountain Inc This page	29,698	$3,751,154
3	EQIX	Equinix Inc	876	$913,133
4	FRMI	Fermi Inc.	78,361	$717,786

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,751,154	29,698	-0.3%	Shares	Sole	2026-08-06
2026-03-31	$3,043,567	29,798	+7.2%	Shares	Sole	2026-05-13
2025-12-31	$2,306,507	27,806	+31.4%	Shares	Sole	2026-02-10
2025-09-30	$2,156,438	21,154	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$2,171,919	21,175	-1.5%	Shares	Sole	2025-08-12
2025-03-31	$1,850,118	21,503	-2.9%	Shares	Sole	2025-05-09
2024-12-31	$2,328,712	22,155	-2.1%	Shares	Sole	2025-02-13
2024-06-30	$2,028,907	22,639	-1.0%	Shares	Sole	2024-08-12
2024-03-31	$1,834,964	22,877	+1.8%	Shares	Sole	2024-05-10
2023-12-31	$1,572,940	22,477	+3.8%	Shares	Sole	2024-02-09
2023-09-30	$1,287,687	21,660	+0.1%	Shares	Sole	2023-11-08
2023-06-30	$1,229,016	21,630	+11.7%	Shares	Sole	2023-08-11
2023-03-31	$1,024,602	19,365	+17.4%	Shares	Sole	2023-05-12
2022-12-31	$822,325	16,496	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.