Foundations Investment Advisors, LLC

Endowment

Position in IRM — Iron Mountain Inc

CIK 1743404 PHOENIX, AZ

Position in IRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$207,148

-$590,436 QoQ

Shares Held

1,640

-78.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#908

of 1,152 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $2,382,684 across 6 REIT - Specialty names. IRM ranks #6 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LAMR	Lamar Advertising Co/New	6,368	$993,280
2	GLPI	Gaming & Leisure Properties, Inc.	7,361	$327,785
3	AMT	American Tower Corp /Ma/	1,996	$326,485
4	EQIX	Equinix Inc	255	$265,809
5	CCI	Crown Castle Inc.	3,462	$262,177
6	IRM	Iron Mountain Inc This page	1,640	$207,148

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,148	1,640	-78.9%	Shares	Sole	2026-08-14
2025-06-30	$797,584	7,776	-37.9%	Shares	Sole	2025-08-08
2025-03-31	$1,076,618	12,513	+45.4%	Shares	Sole	2025-05-07
2024-12-31	$904,681	8,607	-12.1%	Shares	Sole	2025-01-22
2024-09-30	$1,162,989	9,787	-5.6%	Shares	Sole	2024-10-21
2024-06-30	$929,000	10,366	-2.2%	Shares	Sole	2024-08-02
2024-03-31	$850,065	10,598	-18.5%	Shares	Sole	2024-05-13
2023-12-31	$909,809	13,001	+31.6%	Shares	Sole	2024-02-08
2023-09-30	$587,187	9,877	+42.3%	Shares	Sole	2023-10-05
2023-06-30	$394,330	6,940	+45.3%	Shares	Sole	2023-07-19
2023-03-31	$252,698	4,776	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.