Position in IRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$298,091
+$89,726 QoQ
Shares Held
2,360
+15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#803
of 1,152 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $525,289 across 2 REIT - Specialty names. IRM ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
2,360 | $298,091 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,389 | $227,198 |
All Filings in IRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,091 | 2,360 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $208,365 | 2,040 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $207,957 | 2,040 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $209,242 | 2,040 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $233,426 | 2,713 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $214,424 | 2,040 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $242,413 | 2,040 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||