Position in IRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$455,852
+$82,122 QoQ
Shares Held
3,609
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#688
of 1,151 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Putney Financial Group LLC holds $455,852 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
|
3,609 | $455,852 |
All Filings in IRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,852 | 3,609 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $373,730 | 3,659 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $338,353 | 4,079 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $444,356 | 4,359 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $476,437 | 4,645 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $407,055 | 4,731 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $517,561 | 4,924 | Shares | Sole | 2025-02-21 | |
| No filing history on record for this holder in this stock. | ||||||