Kovack Advisors, Inc.

Position in IRM — Iron Mountain Inc

CIK 1728321 FT. LAUDERDALE, FL

Position in IRM

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

Position Value

$401,918

+$81,097 QoQ

Shares Held

3,182

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#720

of 1,152 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Kovack Advisors, Inc. holds $1,506,330 across 4 REIT - Specialty names. IRM ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPR	Epr Properties	12,818	$743,572
2	IRM	Iron Mountain Inc This page	3,182	$401,918
3	AMT	American Tower Corp /Ma/	1,527	$249,771
4	LAND	GLADSTONE LAND Corp	13,021	$111,069

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$401,918	3,182	+1.3%	Shares	Sole	2026-07-29
2026-03-31	$320,821	3,141	-5.9%	Shares	Sole	2026-05-13
2025-12-31	$276,970	3,339	+31.4%	Shares	Sole	2026-02-17
2024-12-31	$267,189	2,542	-0.5%	Shares	Sole	2025-02-05
2024-09-30	$303,610	2,555	-9.5%	Shares	Sole	2024-11-05
2024-06-30	$253,086	2,824	-74.0%	Shares	Sole	2024-08-05
2022-03-31	$601,918	10,863	+15.5%	Shares	Sole	2022-05-16
2021-12-31	$492,215	9,406	+51.3%	Shares	Sole	2022-01-18
2021-09-30	$270,172	6,218	-40.4%	Shares	Sole	2021-11-03
2021-06-30	$441,820	10,440	-2.1%	Shares	Sole	2021-07-29
2021-03-31	$394,563	10,661	-10.2%	Shares	Sole	2021-05-04
2020-12-31	$349,809	11,866	-1.2%	Shares	Sole	2021-01-14
2020-09-30	$321,774	12,011	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.