Position in IRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$383,603
+$147,149 QoQ
Shares Held
3,037
+31.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#732
of 1,152 holders
Holding Since
Jun 2024
7 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, 2026Mayflower Financial Advisors, LLC holds $1,274,405 across 2 REIT - Specialty names. IRM ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
5,446 | $890,802 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
3,037 | $383,603 |
All Filings in IRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,603 | 3,037 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $236,454 | 2,315 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $233,136 | 2,287 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $234,885 | 2,290 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $242,383 | 2,306 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $268,080 | 2,256 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $200,211 | 2,234 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||