Bleakley Financial Group, LLC

Position in IRM — Iron Mountain Inc

CIK 1936953 PARSIPPANY, NJ

Position in IRM

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$1,237,834

+$291,956 QoQ

Shares Held

12,119

+6.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $11,262,182 across 4 REIT - Specialty names.

#	Ticker	Company	Shares	Value (USD)
1	LAMR	Lamar Advertising Co/New	27,878	$4,348,410
2	WY	Weyerhaeuser Co	156,889	$3,755,922
3	AMT	American Tower Corp /Ma/	16,307	$2,667,335
4	OUT	OUTFRONT Media Inc.	14,973	$490,515

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,237,834	12,119	+6.3%	Shares	Sole	2026-05-04
2025-12-31	$945,878	11,403	+6.6%	Shares	Sole	2026-02-09
2025-09-30	$1,090,146	10,694	-3.5%	Shares	Sole	2025-11-10
2025-06-30	$1,136,167	11,077	+2.8%	Shares	Sole	2025-07-30
2025-03-31	$927,167	10,776	-40.4%	Shares	Sole	2025-05-01
2024-12-31	$1,901,650	18,092	-21.3%	Shares	Sole	2025-01-27
2024-09-30	$2,731,545	22,987	+45.8%	Shares	Sole	2024-10-16
2024-06-30	$1,412,948	15,766	-4.8%	Shares	Sole	2024-08-12
2024-03-31	$1,328,678	16,565	+2.2%	Shares	Sole	2024-05-08
2023-12-31	$1,134,515	16,212	+9.5%	Shares	Sole	2024-01-25
2023-09-30	$880,216	14,806	-0.7%	Shares	Sole	2023-11-14
2023-06-30	$847,129	14,909	-8.0%	Shares	Sole	2023-08-14
2023-03-31	$857,247	16,202	+5.3%	Shares	Sole	2023-05-12
2022-12-31	$766,892	15,384	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.