Godfrey Financial Associates, Inc.

Position in IRM — Iron Mountain Inc

CIK 2097943 GLENMONT, NY

Position in IRM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$28,924

+$5,534 QoQ

Shares Held

229

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,029

of 1,152 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Godfrey Financial Associates, Inc. holds $37,579 across 5 REIT - Specialty names. IRM ranks #1 (77.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc This page	229	$28,924
2	EPR	Epr Properties	100	$5,801
3	AMT	American Tower Corp /Ma/	10	$1,635
4	CCI	Crown Castle Inc.	9	$681
5	DLR	Digital Realty Trust, Inc.	3	$538

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,924	229	0.0%	Shares	Sole	2026-08-11
2026-03-31	$23,390	229	0.0%	Shares	Sole	2026-05-12
2025-12-31	$18,995	229	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.