Position in IRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$360,993
+$69,588 QoQ
Shares Held
2,858
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#751
of 1,152 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Beaumont Financial Advisors, LLC holds $795,598 across 2 REIT - Specialty names. IRM ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
2,657 | $434,605 | |
| 2 | IRM |
Iron Mountain Inc
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|
2,858 | $360,993 |
All Filings in IRM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,993 | 2,858 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $291,405 | 2,853 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $234,831 | 2,831 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $287,674 | 2,822 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $290,273 | 2,830 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $276,790 | 3,217 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $339,820 | 3,233 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $408,894 | 3,441 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $308,382 | 3,441 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $286,429 | 3,571 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $247,799 | 3,541 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $220,262 | 3,705 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $210,404 | 3,703 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||