Position in IRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$338,384
+$64,751 QoQ
Shares Held
2,679
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#775
of 1,151 holders
Holding Since
Jun 2024
9 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, 2026Keystone Financial Group holds $338,384 across 1 REIT - Specialty name. IRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
2,679 | $338,384 |
All Filings in IRM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,384 | 2,679 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $273,633 | 2,679 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $222,223 | 2,679 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $375,037 | 3,679 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $274,785 | 2,679 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $273,693 | 3,181 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $333,514 | 3,173 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $501,581 | 4,221 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $255,506 | 2,851 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||