Position in IRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$238,725
New position
Shares Held
1,890
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#865
of 1,152 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Plan Group Financial, LLC holds $3,208,080 across 2 REIT - Specialty names. IRM ranks #2 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
16,535 | $2,969,355 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
1,890 | $238,725 |
All Filings in IRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,725 | 1,890 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||