Intrua Financial, LLC

Position in IRM — Iron Mountain Inc

CIK 1812792 Houston, TX

Position in IRM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$298,091

+$58,165 QoQ

Shares Held

2,360

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#803

of 1,151 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Intrua Financial, LLC holds $521,036 across 2 REIT - Specialty names. IRM ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IRM	Iron Mountain Inc This page	2,360	$298,091
2	AMT	American Tower Corp /Ma/	1,363	$222,945

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$298,091	2,360	+0.5%	Shares	Sole	2026-07-24
2026-03-31	$239,926	2,349	+1.3%	Shares	Sole	2026-04-23
2025-09-30	$236,398	2,319	+0.4%	Shares	Sole	2025-10-29
2025-06-30	$236,834	2,309	-22.1%	Shares	Sole	2025-08-08
2025-03-31	$254,936	2,963	+0.3%	Shares	Sole	2025-05-28
2024-12-31	$310,494	2,954	-37.0%	Shares	Sole	2025-05-28
2024-09-30	$557,431	4,691	+9.0%	Shares	Sole	2025-05-28
2024-06-30	$385,634	4,303	-13.6%	Shares	Sole	2025-05-28
2024-03-31	$399,526	4,981	-1.4%	Shares	Sole	2025-05-28
2023-12-31	$353,468	5,051	-3.1%	Shares	Sole	2025-05-28
2023-09-30	$309,972	5,214	-11.1%	Shares	Sole	2025-05-28
2023-06-30	$333,135	5,863	-1.6%	Shares	Sole	2025-02-13
2023-03-31	$315,237	5,958	-2.8%	Shares	Sole	2023-05-15
2022-12-31	$305,480	6,128	-73.0%	Shares	Sole	2023-01-20
2022-09-30	$998,558	22,710	-3.8%	Shares	Sole	2022-11-14
2022-06-30	$1,149,230	23,603	-4.6%	Shares	Sole	2022-08-12
2022-03-31	$1,370,233	24,729	-3.6%	Shares	Sole	2022-05-11
2021-12-31	$1,341,741	25,640	-1.8%	Shares	Sole	2022-02-14
2021-09-30	$1,134,088	26,101	—	Shares	Sole	2021-10-28
No filing history on record for this holder in this stock.