Stonebridge Financial Group, LLC/CA

Position in IRM — Iron Mountain Inc

CIK 2142299 SAN RAFAEL, CA

Position in IRM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$609,319

New position

Shares Held

4,824

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#618

of 1,152 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Stonebridge Financial Group, LLC/CA holds $2,575,023 across 4 REIT - Specialty names. IRM ranks #3 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	4,474	$803,440
2	EQIX	Equinix Inc	616	$642,112
3	IRM	Iron Mountain Inc This page	4,824	$609,319
4	AMT	American Tower Corp /Ma/	3,180	$520,152

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$609,319	4,824	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.