Position in IRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$234,305
New position
Shares Held
1,855
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#872
of 1,152 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Asset Advisory Group, Inc. holds $575,184 across 2 REIT - Specialty names. IRM ranks #2 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
2,084 | $340,879 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
1,855 | $234,305 |
All Filings in IRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,305 | 1,855 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||