Royal Fund Management, LLC

Position in IRM — Iron Mountain Inc

CIK 1810099 Lady Lake, FL

Position in IRM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,954,142

+$355,754 QoQ

Shares Held

15,471

-1.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#394

of 1,151 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Royal Fund Management, LLC holds $18,462,248 across 4 REIT - Specialty names. IRM ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	40,986	$7,360,265
2	LAMR	Lamar Advertising Co/New	46,309	$7,223,277
3	IRM	Iron Mountain Inc This page	15,471	$1,954,142
4	AMT	American Tower Corp /Ma/	11,766	$1,924,564

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,954,142	15,471	-1.1%	Shares	Sole	2026-07-20
2026-03-31	$1,598,388	15,649	-66.0%	Shares	Sole	2026-05-19
2025-12-31	$3,818,188	46,030	+236.1%	Shares	Sole	2026-01-15
2025-09-30	$1,396,068	13,695	-5.9%	Shares	Sole	2025-10-29
2025-06-30	$1,493,419	14,560	+9.4%	Shares	Sole	2025-08-13
2025-03-31	$1,145,364	13,312	+1.0%	Shares	Sole	2025-05-14
2024-12-31	$1,385,034	13,177	-49.4%	Shares	Sole	2025-01-16
2024-09-30	$3,092,669	26,026	+88.0%	Shares	Sole	2024-10-08
2024-06-30	$1,240,340	13,840	-10.2%	Shares	Sole	2024-07-18
2024-03-31	$1,236,757	15,419	-1.0%	Shares	Sole	2024-04-11
2023-12-31	$1,089,518	15,569	-1.0%	Shares	Sole	2024-02-06
2023-09-30	$935,148	15,730	-7.9%	Shares	Sole	2023-10-17
2023-06-30	$970,485	17,080	-5.1%	Shares	Sole	2023-07-12
2023-03-31	$952,009	17,993	+8.7%	Shares	Sole	2023-04-10
2022-12-31	$825,466	16,559	+5.6%	Shares	Sole	2023-01-20
2022-09-30	$689,757	15,687	+20.3%	Shares	Sole	2022-11-14
2022-06-30	$635,161	13,045	+48.2%	Shares	Sole	2022-07-28
2022-03-31	$487,718	8,802	+11.3%	Shares	Sole	2022-05-13
2021-12-31	$413,668	7,905	+8.7%	Shares	Sole	2022-02-11
2021-09-30	$315,968	7,272	+3.9%	Shares	Sole	2021-10-20
2021-06-30	$296,070	6,996	-2.9%	Shares	Sole	2021-07-26
2021-03-31	$266,620	7,204	+2.9%	Shares	Sole	2021-04-29
2020-12-31	$206,389	7,001	-12.2%	Shares	Sole	2021-02-02
2020-09-30	$213,516	7,970	+1.5%	Shares	Sole	2020-10-13
2020-06-30	$204,989	7,854	-13.1%	Shares	Sole	2020-08-06
2020-03-31	$215,152	9,040	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.