CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in IRM — Iron Mountain Inc

CIK 1766904 RICHMOND, VA

Position in IRM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$84,118

+$35,809 QoQ

Shares Held

666

+40.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#960

of 1,152 holders

Holding Since

Sep 2020

18 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Real Estate · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $700,270 across 5 REIT - Specialty names. IRM ranks #3 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	439	$457,603
2	LAMR	Lamar Advertising Co/New	604	$94,209
3	IRM	Iron Mountain Inc This page	666	$84,118
4	AMT	American Tower Corp /Ma/	384	$62,808
5	RYN	Rayonier Inc	72	$1,532

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$84,118	666	+40.8%	Shares	Other	2026-07-17
2026-03-31	$48,309	473	+58.7%	Shares	Other	2026-04-29
2025-12-31	$24,718	298	-10.0%	Shares	Other	2026-02-09
2025-09-30	$33,740	331	+1.2%	Shares	Other	2025-11-10
2025-06-30	$33,538	327	+17.2%	Shares	Other	2025-08-13
2025-03-31	$24,003	279	+6.9%	Shares	Other	2025-05-09
2024-12-31	$27,433	261	-98.0%	Shares	Other	2025-02-14
2024-09-30	$1,514,011	12,741	-3.6%	Shares	Other	2024-10-30
2024-06-30	$1,184,327	13,215	-14.9%	Shares	Other	2024-07-22
2024-03-31	$1,245,981	15,534	+0.6%	Shares	Defined	2024-04-30
2023-12-31	$1,080,910	15,446	+5.0%	Shares	Other	2024-02-07
2023-09-30	$874,746	14,714	+9.6%	Shares	Other	2023-11-13
2023-06-30	$762,808	13,425	+8.9%	Shares	Defined	2023-08-10
2023-03-31	$652,168	12,326	+3.6%	Shares	Defined	2023-05-12
2022-12-31	$593,065	11,897	+1.5%	Shares	Defined	2023-02-14
2022-09-30	$515,548	11,725	+15.1%	Shares	Sole	2022-11-14
2022-06-30	$496,005	10,187	+112.2%	Shares	Sole	2022-08-15
2020-09-30	$128,592	4,800	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.