Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$237,083
-$3,150 QoQ
Shares Held
1,877
-20.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#868
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, 2026AssuredPartners Investment Advisors, LLC holds $565,937 across 2 REIT - Specialty names. IRM ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLPI |
Gaming & Leisure Properties, Inc.
|
7,385 | $328,854 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
1,877 | $237,083 |
All Filings in IRM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,083 | 1,877 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $240,233 | 2,352 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||