Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,658,141
+$2,911,425 QoQ
Shares Held
131,883
-2.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
2.67%
of 13F equity value
Holder Rank
#155
of 1,152 holders
Holding Since
Mar 2020
26 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, 2026Sargent Investment Group, LLC holds $16,987,080 across 2 REIT - Specialty names. IRM ranks #1 (98.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
131,883 | $16,658,141 | |
| 2 | AMT |
American Tower Corp /Ma/
|
2,011 | $328,939 |
All Filings in IRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,658,141 | 131,883 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $13,746,716 | 134,587 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,206,047 | 135,094 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,006,963 | 137,404 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,026,550 | 136,751 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,492,319 | 121,947 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $13,205,810 | 125,638 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $15,163,896 | 127,610 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $11,324,383 | 126,360 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,902,624 | 135,926 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,242,062 | 146,357 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $9,198,401 | 154,725 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,323,593 | 164,090 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $9,769,831 | 184,650 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $9,471,649 | 190,003 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,988,029 | 181,670 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $8,555,076 | 175,705 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $9,699,243 | 175,045 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,920,956 | 170,475 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,129,058 | 164,075 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,763,709 | 159,823 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,798,467 | 156,673 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,962,790 | 134,423 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,535,824 | 131,983 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,010,504 | 115,345 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,925,277 | 80,894 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||