Sound Income Strategies, LLC

Position in IRM — Iron Mountain Inc

CIK 1730960 Ft Lauderdale, FL

Position in IRM

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$212,859

+$12,618 QoQ

Shares Held

2,084

-13.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Sound Income Strategies, LLC holds $38,727,644 across 13 REIT - Specialty names. IRM ranks #3 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	107,212	$19,320,674
2	GLPI	Gaming & Leisure Properties, Inc.	426,881	$18,940,709
3	IRM	Iron Mountain Inc This page	2,084	$212,859
4	AMT	American Tower Corp /Ma/	436	$75,244
5	WY	Weyerhaeuser Co	2,742	$66,987
6	CCI	Crown Castle Inc.	515	$41,874
7	LAMR	Lamar Advertising Co/New	250	$31,665
8	EPR	Epr Properties	335	$16,736

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$212,859	2,084	-13.7%	Shares	Sole	2026-04-27
2025-12-31	$200,241	2,414	+117.5%	Shares	Sole	2026-01-21
2025-09-30	$113,153	1,110	+21.0%	Shares	Sole	2025-10-10
2025-06-30	$94,056	917	-0.5%	Shares	Sole	2025-07-17
2025-03-31	$79,328	922	+0.1%	Shares	Sole	2025-04-17
2024-12-31	$96,806	921	+0.1%	Shares	Sole	2025-01-21
2024-09-30	$109,323	920	+0.1%	Shares	Sole	2024-10-10
2024-06-30	$82,360	919	0.0%	Shares	Sole	2024-07-12
2024-03-31	$73,712	919	0.0%	Shares	Sole	2024-04-15
2023-12-31	$64,311	919	0.0%	Shares	Sole	2024-01-10
2023-09-30	$54,634	919	0.0%	Shares	Sole	2023-10-12
2023-06-30	$52,217	919	0.0%	Shares	Sole	2023-07-10
2023-03-31	$48,624	919	-15.4%	Shares	Sole	2023-04-10
2022-12-31	$54,137	1,086	+20.8%	Shares	Sole	2023-01-11
2022-09-30	$39,529	899	+14.4%	Shares	Sole	2022-10-18
2022-06-30	$38,270	786	0.0%	Shares	Sole	2022-07-11
2022-03-31	$43,552	786	-11.0%	Shares	Sole	2022-04-11
2021-12-31	$46,207	883	-6.1%	Shares	Sole	2022-01-13
2021-09-30	$40,843	940	+74.1%	Shares	Sole	2021-10-12
2021-06-30	$22,852	540	-35.7%	Shares	Sole	2021-07-13
2021-03-31	$31,088	840	+55.6%	Shares	Sole	2021-04-14
2020-12-31	$15,919	540	0.0%	Shares	Sole	2021-01-11
2020-09-30	$14,466	540	0.0%	Shares	Sole	2020-10-08
2020-06-30	$14,094	540	—	Shares	Sole	2020-07-13
No filing history on record for this holder in this stock.