Position in IRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$311,354
+$52,430 QoQ
Shares Held
2,465
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#790
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, 2026Centerpoint Advisory Group holds $311,354 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
|
2,465 | $311,354 |
All Filings in IRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,354 | 2,465 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $258,924 | 2,535 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $210,278 | 2,535 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $258,417 | 2,535 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $260,014 | 2,535 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $218,111 | 2,535 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $271,709 | 2,585 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||