Position in IRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$323,100
+$66,116 QoQ
Shares Held
2,558
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#782
of 1,152 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, 2026Mattson Financial Services, LLC holds $2,450,617 across 2 REIT - Specialty names. IRM ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
2,041 | $2,127,517 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
2,558 | $323,100 |
All Filings in IRM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,100 | 2,558 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $256,984 | 2,516 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||