FIDUCIARY FAMILY OFFICE, LLC
Family OfficePosition in IRM — Iron Mountain Inc
CIK 2020280
Boca Raton, FL
Position in IRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$521,912
+$89,247 QoQ
Shares Held
4,132
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#653
of 1,151 holders
Holding Since
Dec 2023
10 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, 2026FIDUCIARY FAMILY OFFICE, LLC holds $2,167,753 across 2 REIT - Specialty names. IRM ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
10,062 | $1,645,841 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
4,132 | $521,912 |
All Filings in IRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,912 | 4,132 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $432,665 | 4,236 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $361,827 | 4,362 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $885,450 | 8,686 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $814,405 | 7,940 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $738,395 | 8,582 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $910,831 | 7,665 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $746,982 | 8,335 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $712,425 | 8,882 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $441,083 | 6,303 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||