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Smith Asset Management Co., LLC

Position in IRM — Iron Mountain Inc

CIK 2068217 Chiefland, FL

Position in IRM

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$600,730
+$114,953 QoQ
Shares Held
4,756
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#622
of 1,152 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, 2026

Smith Asset Management Co., LLC holds $1,234,767 across 2 REIT - Specialty names. IRM ranks #2 (48.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 IRM
Iron Mountain Inc
This page
4,756 $600,730

All Filings in IRM

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $600,730 4,756
2026-03-31 $485,777 4,756
2025-12-31 $408,196 4,921
2025-09-30 $531,617 5,215
2025-06-30 $534,902 5,215
2025-03-31 $572,596 6,655
2024-12-31 $699,507 6,655