Southland Equity Partners LLC

Position in IRM — Iron Mountain Inc

CIK 2006517 WILDWOOD, MO

Position in IRM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$360,867

+$68,032 QoQ

Shares Held

2,857

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#752

of 1,152 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Southland Equity Partners LLC holds $360,867 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	2,857	$360,867

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$360,867	2,857	-0.3%	Shares	Sole	2026-07-13
2026-03-31	$292,835	2,867	-5.0%	Shares	Sole	2026-04-14
2025-12-31	$250,343	3,018	-2.5%	Shares	Sole	2026-01-14
2025-09-30	$315,606	3,096	-7.1%	Shares	Sole	2025-10-15
2025-06-30	$341,660	3,331	-1.9%	Shares	Sole	2025-07-14
2025-03-31	$292,191	3,396	+0.1%	Shares	Sole	2025-04-16
2024-12-31	$356,428	3,391	-13.8%	Shares	Sole	2025-01-21
2024-09-30	$467,239	3,932	-18.4%	Shares	Sole	2024-10-15
2024-06-30	$432,058	4,821	+1.7%	Shares	Sole	2024-07-12
2024-03-31	$380,355	4,742	-10.0%	Shares	Sole	2024-04-12
2023-12-31	$368,724	5,269	-1.5%	Shares	Sole	2024-01-09
2023-09-30	$317,998	5,349	+0.0%	Shares	Sole	2024-01-02
2023-06-30	$303,873	5,348	-14.5%	Shares	Sole	2024-01-02
2023-03-31	$331,110	6,258	-0.9%	Shares	Sole	2024-01-02
2022-12-31	$314,653	6,312	-0.9%	Shares	Sole	2024-01-02
2022-09-30	$280,044	6,369	+3.5%	Shares	Sole	2024-01-02
2022-06-30	$299,638	6,154	+2.9%	Shares	Sole	2024-01-02
2022-03-31	$331,240	5,978	+5.2%	Shares	Sole	2024-01-02
2021-12-31	$297,339	5,682	-6.2%	Shares	Sole	2024-01-02
2021-09-30	$263,133	6,056	+4.1%	Shares	Sole	2024-01-02
2021-06-30	$246,302	5,820	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.