Vert Asset Management LLC

Position in IRM — Iron Mountain Inc

CIK 1904664 SAUSALITO, CA

Position in IRM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$19,508,579

+$4,554,671 QoQ

Shares Held

154,450

+5.5% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

5.34%

of 13F equity value

Holder Rank

#136

of 1,152 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Vert Asset Management LLC holds $96,912,730 across 4 REIT - Specialty names. IRM ranks #4 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	29,044	$30,275,175
2	DLR	Digital Realty Trust, Inc.	136,008	$24,424,316
3	AMT	American Tower Corp /Ma/	138,807	$22,704,660
4	IRM	Iron Mountain Inc This page	154,450	$19,508,579

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,508,579	154,450	+5.5%	Shares	Defined	2026-07-15
2026-03-31	$14,953,908	146,406	+3.9%	Shares	Defined	2026-04-16
2025-12-31	$11,690,475	140,934	+4.7%	Shares	Defined	2026-01-27
2025-09-30	$13,719,187	134,581	+3.9%	Shares	Defined	2025-10-29
2025-06-30	$13,280,968	129,482	-4.8%	Shares	Defined	2025-07-18
2025-03-31	$11,705,397	136,046	+5.2%	Shares	Defined	2025-04-14
2024-12-31	$13,587,149	129,266	+7.8%	Shares	Defined	2025-01-22
2024-09-30	$14,252,113	119,937	+1.9%	Shares	Defined	2024-10-17
2024-06-30	$10,545,047	117,664	-3.5%	Shares	Defined	2024-07-17
2024-03-31	$9,777,839	121,903	+3.1%	Shares	Defined	2024-04-15
2023-12-31	$8,278,284	118,295	-0.4%	Shares	Defined	2024-01-17
2023-09-30	$7,057,428	118,712	+5.5%	Shares	Defined	2023-10-24
2023-06-30	$6,392,079	112,497	+4.2%	Shares	Defined	2023-07-18
2023-03-31	$5,714,650	108,007	+64.5%	Shares	Defined	2023-05-12
2022-12-31	$3,273,599	65,669	+4.1%	Shares	Defined	2023-02-14
2022-09-30	$2,774,682	63,104	+14.8%	Shares	Defined	2022-11-14
2022-06-30	$2,676,197	54,964	+4.9%	Shares	Defined	2022-08-15
2022-03-31	$2,904,148	52,412	+8.6%	Shares	Defined	2022-05-16
2021-12-31	$2,525,759	48,266	—	Shares	Defined	2022-02-11
No filing history on record for this holder in this stock.