Ascent Group, LLC

Position in IRM — Iron Mountain Inc

CIK 1913231 VIRGINIA BEACH, VA

Position in IRM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,201,711

+$317,997 QoQ

Shares Held

9,514

+10.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#486

of 1,152 holders

Holding Since

Mar 2022

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Ascent Group, LLC holds $4,731,664 across 4 REIT - Specialty names. IRM ranks #3 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	1,715	$1,787,697
2	AMT	American Tower Corp /Ma/	9,244	$1,512,037
3	IRM	Iron Mountain Inc This page	9,514	$1,201,711
4	DLR	Digital Realty Trust, Inc.	1,282	$230,219

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,201,711	9,514	+10.0%	Shares	Sole	2026-08-03
2026-03-31	$883,714	8,652	+13.4%	Shares	Other	2026-05-15
2025-12-31	$632,742	7,628	+2.6%	Shares	Other	2026-01-20
2025-09-30	$757,922	7,435	+9.4%	Shares	Other	2025-10-20
2025-06-30	$696,962	6,795	+67.7%	Shares	Other	2025-07-21
2022-03-31	$224,465	4,051	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.