Global Retirement Partners, LLC
PensionPosition in IRM — Iron Mountain Inc
CIK 1749744
San Rafael, CA
Position in IRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,427,303
+$339,912 QoQ
Shares Held
11,300
-13.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#447
of 1,128 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $12,499,174 across 16 REIT - Specialty names. IRM ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
3,263 | $3,401,318 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
18,330 | $2,859,113 | |
| 3 | AMT |
American Tower Corp /Ma/
|
14,679 | $2,401,044 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
11,300 | $1,427,303 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
5,095 | $914,960 | |
| 6 | CCI |
Crown Castle Inc.
|
9,312 | $705,197 | |
| 7 | WY |
Weyerhaeuser Co
|
10,765 | $257,714 | |
| 8 | SBAC |
Sba Communications Corp
|
1,292 | $227,986 |
All Filings in IRM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,427,303 | 11,300 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,087,391 | 13,109 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $717,249 | 7,036 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $675,526 | 6,586 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $772,032 | 7,345 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,051,883 | 8,852 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $821,725 | 9,169 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $669,512 | 8,347 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $644,935 | 9,216 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $538,617 | 9,060 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $517,516 | 9,108 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $416,507 | 7,872 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $327,315 | 6,566 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $245,792 | 5,590 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $330,166 | 6,781 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $381,885 | 6,892 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $285,857 | 6,579 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $268,689 | 6,349 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $234,865 | 6,346 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $151,704 | 5,146 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $137,807 | 5,144 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $124,862 | 4,784 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $113,787 | 4,781 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||