Soltis Investment Advisors LLC

Position in IRM — Iron Mountain Inc

CIK 1802530 ST. GEORGE, UT

Position in IRM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$355,183

+$119,853 QoQ

Shares Held

2,812

+22.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#756

of 1,152 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Real Estate · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $10,667,363 across 3 REIT - Specialty names. IRM ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	58,660	$9,595,016
2	EQIX	Equinix Inc	688	$717,164
3	IRM	Iron Mountain Inc This page	2,812	$355,183

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,183	2,812	+22.0%	Shares	Sole	2026-07-31
2026-03-31	$235,330	2,304	-45.7%	Shares	Sole	2026-04-27
2023-06-30	$241,030	4,242	-88.1%	Shares	Sole	2023-08-09
2023-03-31	$1,878,834	35,510	+14.8%	Shares	Sole	2023-05-03
2022-12-31	$1,541,461	30,922	+23.3%	Shares	Sole	2023-02-09
2022-09-30	$1,102,591	25,076	+32.1%	Shares	Sole	2022-11-14
2022-06-30	$924,184	18,981	+35.0%	Shares	Sole	2022-08-11
2022-03-31	$779,175	14,062	-29.3%	Shares	Sole	2022-05-06
2021-12-31	$1,040,215	19,878	+9.4%	Shares	Sole	2022-02-09
2021-09-30	$789,573	18,172	+7.9%	Shares	Sole	2021-11-09
2021-06-30	$713,049	16,849	—	Shares	Sole	2021-08-04
No filing history on record for this holder in this stock.