Position in IRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,199
+$152 QoQ
Shares Held
57
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,084
of 1,151 holders
Holding Since
Dec 2024
5 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, 2026Park Square Financial Group, LLC holds $7,199 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
|
57 | $7,199 |
All Filings in IRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,199 | 57 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,047 | 69 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $142,162 | 1,386 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $137,405 | 1,597 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $314,384 | 2,991 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||