Steward Partners Investment Advisory, LLC
Position in IRM — Iron Mountain Inc
CIK 1723397
STAMFORD, CT
Position in IRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,374,237
+$799,898 QoQ
Shares Held
42,548
-5.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#271
of 1,151 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $33,379,530 across 16 REIT - Specialty names. IRM ranks #4 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
7,122 | $7,423,901 | |
| 2 | AMT |
American Tower Corp /Ma/
|
35,937 | $5,878,215 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
32,289 | $5,798,458 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
42,548 | $5,374,237 | |
| 5 | WY |
Weyerhaeuser Co
|
147,063 | $3,520,688 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
10,633 | $1,658,535 | |
| 7 | CCI |
Crown Castle Inc.
|
16,552 | $1,253,482 | |
| 8 | SBAC |
Sba Communications Corp
|
5,895 | $1,040,231 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,374,237 | 42,548 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,574,339 | 44,785 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,556,481 | 42,875 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,113,177 | 40,349 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,937,149 | 38,385 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,272,273 | 38,032 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,943,622 | 37,519 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,129,936 | 34,755 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,058,750 | 22,972 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,653,448 | 20,614 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,374,407 | 19,640 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $842,644 | 14,174 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $566,552 | 9,971 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $490,316 | 9,267 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $469,188 | 9,412 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $430,114 | 9,782 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $405,928 | 8,337 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $407,983 | 7,363 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $220,099 | 4,206 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $81,164 | 1,868 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $64,072 | 1,514 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $110,733 | 2,992 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $181,891 | 6,170 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $172,983 | 6,457 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $166,935 | 6,396 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $147,226 | 6,186 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||