Stiles Financial Services Inc

Position in IRM — Iron Mountain Inc

CIK 1904832 EDINA, MN

Position in IRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$268,661

+$51,410 QoQ

Shares Held

2,127

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#834

of 1,152 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Stiles Financial Services Inc holds $6,302,151 across 4 REIT - Specialty names. IRM ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	18,798	$3,375,744
2	AMT	American Tower Corp /Ma/	13,062	$2,136,551
3	EQIX	Equinix Inc	500	$521,195
4	IRM	Iron Mountain Inc This page	2,127	$268,661

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,661	2,127	0.0%	Shares	Sole	2026-08-12
2026-03-31	$217,251	2,127	0.0%	Shares	Sole	2026-04-30
2025-09-30	$216,826	2,127	0.0%	Shares	Sole	2025-10-30
2025-06-30	$218,166	2,127	0.0%	Shares	Sole	2025-07-24
2024-12-31	$223,568	2,127	0.0%	Shares	Sole	2025-01-28
2024-09-30	$252,751	2,127	—	Shares	Sole	2024-10-31
No filing history on record for this holder in this stock.