Verdence Capital Advisors LLC

Position in IRM — Iron Mountain Inc

CIK 1719305 HUNT VALLEY, MD

Position in IRM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,252,237

+$100,813 QoQ

Shares Held

9,914

-12.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#479

of 1,153 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Real Estate · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $4,764,704 across 5 REIT - Specialty names. IRM ranks #2 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	10,140	$1,658,599
2	IRM	Iron Mountain Inc This page	9,914	$1,252,237
3	EPR	Epr Properties	13,845	$803,148
4	EQIX	Equinix Inc	563	$586,865
5	DLR	Digital Realty Trust, Inc.	2,583	$463,855

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,252,237	9,914	-12.1%	Shares	Sole	2026-07-29
2026-03-31	$1,151,424	11,273	-4.4%	Shares	Sole	2026-04-30
2025-12-31	$978,063	11,791	-43.1%	Shares	Sole	2026-01-29
2025-09-30	$2,113,420	20,732	+208.6%	Shares	Sole	2025-10-29
2025-06-30	$688,962	6,717	+0.5%	Shares	Sole	2025-07-25
2025-03-31	$575,005	6,683	-4.9%	Shares	Sole	2025-05-02
2024-12-31	$738,713	7,028	-0.0%	Shares	Sole	2025-02-06
2024-09-30	$835,374	7,030	+63.3%	Shares	Sole	2024-11-01
2024-06-30	$385,724	4,304	+0.1%	Shares	Sole	2024-07-25
2024-03-31	$344,742	4,298	+1.7%	Shares	Sole	2024-04-25
2023-12-31	$295,875	4,228	+0.4%	Shares	Sole	2024-02-01
2023-09-30	$250,343	4,211	-12.8%	Shares	Sole	2023-10-25
2023-06-30	$274,497	4,831	-0.1%	Shares	Sole	2023-07-31
2023-03-31	$255,766	4,834	+0.9%	Shares	Sole	2023-04-24
2022-12-31	$238,931	4,793	-19.1%	Shares	Sole	2023-01-23
2022-09-30	$260,566	5,926	+0.2%	Shares	Sole	2022-11-15
2022-06-30	$287,903	5,913	+1.9%	Shares	Sole	2022-08-08
2022-03-31	$321,378	5,800	+0.2%	Shares	Sole	2022-05-02
2021-12-31	$302,781	5,786	+0.3%	Shares	Sole	2022-01-26
2021-09-30	$250,749	5,771	+0.3%	Shares	Sole	2021-11-12
2021-06-30	$243,551	5,755	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.