Retirement Planning Co of New England, Inc.

Pension

Position in IRM — Iron Mountain Inc

CIK 1817693 Warwick, RI

Position in IRM

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

Position Value

$1,391,052

+$262,610 QoQ

Shares Held

11,013

-0.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#465

of 1,149 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Retirement Planning Co of New England, Inc. holds $4,951,347 across 6 REIT - Specialty names. IRM ranks #1 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc This page	11,013	$1,391,052
2	DLR	Digital Realty Trust, Inc.	7,113	$1,277,352
3	CCI	Crown Castle Inc.	10,626	$804,706
4	AMT	American Tower Corp /Ma/	4,554	$744,897
5	EQIX	Equinix Inc	354	$369,006
6	RYN	Rayonier Inc	17,121	$364,334

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,391,052	11,013	-0.3%	Shares	Sole	2026-07-30
2026-03-31	$1,128,442	11,048	-2.3%	Shares	Sole	2026-05-08
2025-12-31	$937,998	11,308	-0.5%	Shares	Sole	2026-01-28
2025-09-30	$1,158,650	11,366	-0.8%	Shares	Sole	2025-11-03
2025-06-30	$1,174,939	11,455	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$983,609	11,432	+1.6%	Shares	Sole	2025-05-15
2024-12-31	$1,182,487	11,250	-0.1%	Shares	Sole	2025-02-10
2024-09-30	$1,337,788	11,258	+0.4%	Shares	Sole	2024-11-12
2024-06-30	$1,005,088	11,215	0.0%	Shares	Sole	2024-08-08
2024-03-31	$899,555	11,215	-2.1%	Shares	Sole	2024-05-06
2023-12-31	$801,830	11,458	+1.0%	Shares	Sole	2024-02-12
2023-09-30	$674,460	11,345	-2.1%	Shares	Sole	2023-11-13
2023-06-30	$658,373	11,587	-2.1%	Shares	Sole	2023-08-11
2023-03-31	$625,978	11,831	+0.6%	Shares	Sole	2023-04-21
2022-12-31	$586,036	11,756	-1.1%	Shares	Sole	2023-02-03
2022-09-30	$522,583	11,885	+1.5%	Shares	Sole	2022-10-19
2022-06-30	$570,403	11,715	+2.3%	Shares	Sole	2022-08-12
2022-03-31	$634,832	11,457	+3.0%	Shares	Sole	2022-05-06
2021-12-31	$581,857	11,119	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.