Position in IRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$378,930
+$72,510 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#736
of 1,152 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $411,153 across 2 REIT - Specialty names. IRM ranks #1 (92.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
3,000 | $378,930 | |
| 2 | AMT |
American Tower Corp /Ma/
|
197 | $32,223 |
All Filings in IRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,930 | 3,000 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $306,420 | 3,000 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $248,850 | 3,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $305,820 | 3,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $307,710 | 3,000 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $258,120 | 3,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $315,330 | 3,000 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||