Position in IRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,139,695
+$218,495 QoQ
Shares Held
9,023
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#500
of 1,152 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Founders Financial Alliance, LLC holds $1,565,304 across 2 REIT - Specialty names. IRM ranks #1 (72.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
9,023 | $1,139,695 | |
| 2 | AMT |
American Tower Corp /Ma/
|
2,602 | $425,609 |
All Filings in IRM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,139,695 | 9,023 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $921,200 | 9,019 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $744,642 | 8,977 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $912,974 | 8,956 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $915,950 | 8,930 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $776,855 | 9,029 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $946,725 | 9,007 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,127,934 | 9,492 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $848,432 | 9,467 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $762,877 | 9,511 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $665,649 | 9,512 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $604,903 | 10,175 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $582,916 | 10,259 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $530,528 | 10,027 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $529,008 | 10,612 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $427,388 | 9,720 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $526,007 | 9,493 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $563,332 | 10,765 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $441,190 | 10,154 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $361,327 | 8,538 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $270,394 | 7,306 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $87,228 | 3,256 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||