Position in IRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$340,531
+$70,678 QoQ
Shares Held
2,696
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#774
of 1,152 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026KAVAR CAPITAL PARTNERS GROUP, LLC holds $592,571 across 2 REIT - Specialty names. IRM ranks #1 (57.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
2,696 | $340,531 | |
| 2 | WY |
Weyerhaeuser Co
|
10,528 | $252,040 |
All Filings in IRM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,531 | 2,696 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $269,853 | 2,642 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $261,292 | 3,150 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $372,081 | 3,650 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $425,665 | 4,150 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $357,066 | 4,150 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $436,206 | 4,150 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $493,144 | 4,150 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $371,923 | 4,150 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $332,871 | 4,150 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $580,834 | 8,300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $246,717 | 4,150 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $235,803 | 4,150 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,313,120 | 24,818 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,332,889 | 26,738 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,295,927 | 29,473 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,497,120 | 30,748 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,770,238 | 31,948 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,759,491 | 33,623 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,490,248 | 34,298 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,451,491 | 34,298 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,162,420 | 58,428 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,412,534 | 47,915 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||