Envestnet Portfolio Solutions, Inc.

Position in IRM — Iron Mountain Inc

CIK 1998033 BERWYN, PA

Position in IRM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$316,406

+$53,294 QoQ

Shares Held

2,505

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#786

of 1,152 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $8,884,127 across 8 REIT - Specialty names. IRM ranks #8 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	14,398	$2,355,080
2	LAMR	Lamar Advertising Co/New	14,500	$2,261,710
3	RYN	Rayonier Inc	71,878	$1,529,563
4	CCI	Crown Castle Inc.	10,703	$810,538
5	DLR	Digital Realty Trust, Inc.	3,242	$582,198
6	EQIX	Equinix Inc	501	$522,237
7	GLPI	Gaming & Leisure Properties, Inc.	11,372	$506,395
8	IRM	Iron Mountain Inc This page	2,505	$316,406

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,406	2,505	-2.8%	Shares	Sole	2026-07-20
2026-03-31	$263,112	2,576	-34.1%	Shares	Sole	2026-04-29
2025-12-31	$324,085	3,907	-20.1%	Shares	Sole	2026-02-06
2025-09-30	$498,282	4,888	-40.0%	Shares	Sole	2025-10-30
2025-06-30	$835,227	8,143	-13.5%	Shares	Sole	2025-07-25
2025-03-31	$810,324	9,418	-26.6%	Shares	Sole	2025-04-21
2024-12-31	$1,348,876	12,833	-46.5%	Shares	Sole	2025-02-10
2024-09-30	$2,851,563	23,997	-2.8%	Shares	Sole	2024-10-31
2024-06-30	$2,213,255	24,696	-3.4%	Shares	Sole	2024-07-16
2024-03-31	$2,049,525	25,552	+69.3%	Shares	Sole	2024-05-06
2023-12-31	$1,056,068	15,091	+17.9%	Shares	Sole	2024-02-07
2023-09-30	$761,257	12,805	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.