Position in IRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$397,623
+$68,018 QoQ
Shares Held
3,148
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#723
of 1,152 holders
Holding Since
Dec 2023
11 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, 2026Sovereign Financial Group, Inc. holds $397,623 across 1 REIT - Specialty name. IRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
3,148 | $397,623 |
All Filings in IRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,623 | 3,148 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $329,605 | 3,227 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $265,357 | 3,199 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $328,042 | 3,218 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $330,480 | 3,222 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $270,595 | 3,145 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $330,255 | 3,142 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $373,363 | 3,142 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $281,586 | 3,142 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $252,019 | 3,142 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $219,807 | 3,141 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||