HOEY INVESTMENTS, INC

Position in IRM — Iron Mountain Inc

CIK 1799544 COATESVILLE, PA

Position in IRM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$63,786

+$12,206 QoQ

Shares Held

505

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#976

of 1,151 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

HOEY INVESTMENTS, INC holds $163,964 across 6 REIT - Specialty names. IRM ranks #1 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc This page	505	$63,786
2	DLR	Digital Realty Trust, Inc.	200	$35,916
3	AMT	American Tower Corp /Ma/	150	$24,535
4	RYN	Rayonier Inc	1,131	$24,067
5	WY	Weyerhaeuser Co	480	$11,491
6	EQIX	Equinix Inc	4	$4,169

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,786	505	0.0%	Shares	Sole	2026-07-27
2026-03-31	$51,580	505	0.0%	Shares	Sole	2026-04-29
2025-12-31	$41,889	505	-59.1%	Shares	Sole	2026-01-28
2025-09-30	$125,895	1,235	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.