Position in IRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,202,976
+$88,527 QoQ
Shares Held
9,524
-12.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#484
of 1,152 holders
Holding Since
Dec 2023
11 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, 2026Guardian Asset Advisors, LLC holds $1,202,976 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
|
9,524 | $1,202,976 |
All Filings in IRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,202,976 | 9,524 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,114,449 | 10,911 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $848,163 | 10,225 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,072,204 | 10,518 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,155,553 | 11,266 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $976,037 | 11,344 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,202,563 | 11,441 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,397,916 | 11,764 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,069,256 | 11,931 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $957,787 | 11,941 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $808,618 | 11,555 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||