Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$252,367
+$43,185 QoQ
Shares Held
1,998
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#850
of 1,151 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Valley Financial Group, Inc. holds $252,367 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
|
1,998 | $252,367 |
All Filings in IRM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,367 | 1,998 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $209,182 | 2,048 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||