Savvy Advisors, Inc.

Position in IRM — Iron Mountain Inc

CIK 2003633 NEW YORK, NY

Position in IRM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$365,162

+$78,966 QoQ

Shares Held

2,891

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#746

of 1,151 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Savvy Advisors, Inc. holds $5,016,982 across 5 REIT - Specialty names. IRM ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	2,318	$2,416,260
2	AMT	American Tower Corp /Ma/	6,629	$1,084,305
3	DLR	Digital Realty Trust, Inc.	4,417	$793,204
4	IRM	Iron Mountain Inc This page	2,891	$365,162
5	CCI	Crown Castle Inc.	4,728	$358,051

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$365,162	2,891	+3.2%	Shares	Sole	2026-08-03
2026-03-31	$286,196	2,802	+2.2%	Shares	Sole	2026-05-11
2025-12-31	$227,531	2,743	-0.7%	Shares	Sole	2026-01-20
2025-09-30	$281,456	2,761	+2.2%	Shares	Sole	2025-11-06
2025-06-30	$277,041	2,701	+1.2%	Shares	Sole	2025-08-04
2025-03-31	$229,554	2,668	+5.6%	Shares	Sole	2025-05-12
2024-12-31	$265,612	2,527	+43.5%	Shares	Sole	2025-02-13
2024-09-30	$209,259	1,761	—	Shares	Sole	2024-11-05
No filing history on record for this holder in this stock.