Valeo Financial Advisors, LLC

Position in IRM — Iron Mountain Inc

CIK 1722641 CARMEL, IN

Position in IRM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$242,515

+$21,000 QoQ

Shares Held

1,920

-11.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#858

of 1,151 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $3,519,534 across 4 REIT - Specialty names. IRM ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	2,472	$2,576,788
2	DLR	Digital Realty Trust, Inc.	2,012	$361,314
3	AMT	American Tower Corp /Ma/	2,072	$338,917
4	IRM	Iron Mountain Inc This page	1,920	$242,515

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,515	1,920	-11.6%	Shares	Sole	2026-07-08
2025-09-30	$221,515	2,173	+4.1%	Shares	Sole	2025-11-03
2025-06-30	$214,166	2,088	+190.0%	Shares	Sole	2025-09-12
2021-03-31	$26,647	720	+32.1%	Shares	Sole	2021-04-12
2020-12-31	$16,066	545	+1111.1%	Shares	Sole	2021-02-11
2020-09-30	$1,205	45	-40.0%	Shares	Sole	2020-10-28
2020-06-30	$1,957	75	+66.7%	Shares	Sole	2020-07-20
2020-03-31	$1,071	45	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.