Advisor OS, LLC

Position in IRM — Iron Mountain Inc

CIK 1767580 CHICAGO, IL

Position in IRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$368,192

+$90,067 QoQ

Shares Held

2,915

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#744

of 1,151 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Advisor OS, LLC holds $2,037,769 across 3 REIT - Specialty names. IRM ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	7,859	$1,285,494
2	EPR	Epr Properties	6,621	$384,083
3	IRM	Iron Mountain Inc This page	2,915	$368,192

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$368,192	2,915	+7.1%	Shares	Sole	2026-08-05
2026-03-31	$278,125	2,723	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.