Position in IRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$301,375
+$81,264 QoQ
Shares Held
2,386
+10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#799
of 1,152 holders
Holding Since
Mar 2024
6 quarters on record
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Empower Advisory Group, LLC holds $575,191 across 2 REIT - Specialty names. IRM ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
2,386 | $301,375 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,674 | $273,816 |
All Filings in IRM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,375 | 2,386 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $220,111 | 2,155 | Shares | Sole | 2026-05-14 | |
| 2024-12-31 | $208,643 | 1,985 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $246,572 | 2,075 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $282,571 | 3,153 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $296,215 | 3,693 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||