PlanVest Financial, Inc

Position in IRM — Iron Mountain Inc

CIK 2135239 GAITHERSBURG, MD

Position in IRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$60,123

+$11,607 QoQ

Shares Held

476

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#984

of 1,151 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

PlanVest Financial, Inc holds $212,600 across 5 REIT - Specialty names. IRM ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	66	$68,797
2	IRM	Iron Mountain Inc This page	476	$60,123
3	DLR	Digital Realty Trust, Inc.	281	$50,461
4	AMT	American Tower Corp /Ma/	198	$32,386
5	CCI	Crown Castle Inc.	11	$833

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,123	476	+0.2%	Shares	Sole	2026-08-10
2026-03-31	$48,516	475	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.