Position in IRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$655,548
+$125,442 QoQ
Shares Held
5,190
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#603
of 1,151 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, 2026Valued Retirements, Inc. holds $655,548 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
|
5,190 | $655,548 |
All Filings in IRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,548 | 5,190 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $530,106 | 5,190 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $430,510 | 5,190 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $529,068 | 5,190 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $532,338 | 5,190 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $446,547 | 5,190 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $545,520 | 5,190 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $617,678 | 5,198 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $465,844 | 5,198 | Shares | Sole | 2024-11-18 | |
| 2024-03-31 | $416,931 | 5,198 | Shares | Sole | 2024-11-18 | |
| 2023-12-31 | $363,756 | 5,198 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||