Ascentis Independent Advisors

Position in IRM — Iron Mountain Inc

CIK 1845003 DALLAS, TX

Position in IRM

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,207,497

+$681,512 QoQ

Shares Held

11,822

+86.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Ascentis Independent Advisors holds $48,543 across 2 REIT - Specialty names.

#	Ticker	Company	Shares	Value (USD)	Open
1	AMT	American Tower Corp /Ma/	204	$33,361
2	GLPI	Gaming & Leisure Properties, Inc.	341	$15,182

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,207,497	11,822	+86.4%	Shares	Sole	2026-04-28
2025-12-31	$525,985	6,341	-1.5%	Shares	Sole	2026-01-29
2025-09-30	$655,983	6,435	+1.4%	Shares	Sole	2025-10-21
2025-06-30	$650,909	6,346	+23.2%	Shares	Sole	2025-07-14
2025-03-31	$443,106	5,150	-2.9%	Shares	Sole	2025-04-23
2024-12-31	$557,293	5,302	-2.1%	Shares	Sole	2025-01-24
2024-09-30	$643,464	5,415	0.0%	Shares	Sole	2024-10-25
2024-06-30	$485,292	5,415	-5.8%	Shares	Sole	2024-07-29
2023-12-31	$402,315	5,749	-1.1%	Shares	Sole	2024-02-02
2023-09-30	$345,463	5,811	-0.7%	Shares	Sole	2023-10-20
2023-06-30	$332,510	5,852	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.