Position in IRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$590,625
+$84,828 QoQ
Shares Held
4,676
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#625
of 1,151 holders
Holding Since
Dec 2022
14 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, 2026Kapstone Financial Advisors LLC holds $590,625 across 1 REIT - Specialty name. IRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
4,676 | $590,625 |
All Filings in IRM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,625 | 4,676 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $505,797 | 4,952 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $422,630 | 5,095 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $529,578 | 5,195 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $594,085 | 5,792 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $498,343 | 5,792 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $608,797 | 5,792 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $687,788 | 5,788 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $518,720 | 5,788 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $464,255 | 5,788 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $405,044 | 5,788 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $344,096 | 5,788 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $328,874 | 5,788 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $288,531 | 5,788 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||