Farther Finance Advisors, LLC

Position in IRM — Iron Mountain Inc

CIK 1992825 SAN FRANCISCO, CA

Position in IRM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,855,367

+$780,038 QoQ

Shares Held

14,689

+39.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#405

of 1,151 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $10,820,381 across 16 REIT - Specialty names. IRM ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	16,020	$2,620,391
2	EQIX	Equinix Inc	2,473	$2,577,830
3	IRM	Iron Mountain Inc This page	14,689	$1,855,367
4	DLR	Digital Realty Trust, Inc.	9,569	$1,718,401
5	LAMR	Lamar Advertising Co/New	3,720	$580,245
6	WY	Weyerhaeuser Co	19,517	$467,236
7	CCI	Crown Castle Inc.	4,064	$307,766
8	GLPI	Gaming & Leisure Properties, Inc.	4,488	$199,850

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,855,367	14,689	+39.5%	Shares	Sole	2026-07-17
2026-03-31	$1,075,329	10,528	+5.0%	Shares	Sole	2026-04-07
2025-12-31	$831,656	10,026	+55.0%	Shares	Sole	2026-01-23
2025-09-30	$659,551	6,470	+20.2%	Shares	Sole	2025-10-14
2025-06-30	$552,031	5,382	+12.8%	Shares	Sole	2025-07-11
2025-03-31	$410,668	4,773	+4.0%	Shares	Sole	2025-04-14
2024-12-31	$482,244	4,588	-52.7%	Shares	Sole	2025-02-10
2024-09-30	$1,153,482	9,707	+367.8%	Shares	Sole	2024-10-29
2024-06-30	$185,961	2,075	-13.5%	Shares	Sole	2024-07-31
2024-03-31	$192,343	2,398	-4.8%	Shares	Sole	2024-05-14
2023-12-31	$176,349	2,520	+89.3%	Shares	Sole	2024-02-15
2023-09-30	$79,127	1,331	+32.0%	Shares	Sole	2023-11-14
2023-06-30	$57,274	1,008	+38.5%	Shares	Sole	2024-05-14
2023-03-31	$38,518	728	+34.3%	Shares	Sole	2024-05-14
2022-12-31	$27,018	542	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.