Position in IRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$254,328
New position
Shares Held
2,490
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Brown Financial Advisors holds $1,318,868 across 2 REIT - Specialty names. IRM ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,086 | $1,064,540 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
2,490 | $254,328 |
All Filings in IRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,328 | 2,490 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||