INDEPENDENT FINANCIAL GROUP, LLC

Position in IRM — Iron Mountain Inc

CIK 275484 SAN DIEGO, CA

Position in IRM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,155,231

+$221,161 QoQ

Shares Held

9,146

+0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#494

of 1,151 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $4,095,890 across 6 REIT - Specialty names. IRM ranks #1 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc This page	9,146	$1,155,231
2	WY	Weyerhaeuser Co	48,212	$1,154,195
3	EPR	Epr Properties	12,093	$701,514
4	DLR	Digital Realty Trust, Inc.	2,761	$495,820
5	EQIX	Equinix Inc	297	$309,589
6	AMT	American Tower Corp /Ma/	1,709	$279,541

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,155,231	9,146	+0.0%	Shares	Sole	2026-07-15
2026-03-31	$934,070	9,145	-1.8%	Shares	Sole	2026-05-15
2025-12-31	$772,762	9,316	0.0%	Shares	Sole	2026-05-15
2025-09-30	$949,673	9,316	0.0%	Shares	Sole	2026-05-15
2025-06-30	$955,542	9,316	-0.6%	Shares	Sole	2026-05-15
2025-03-31	$806,538	9,374	-40.4%	Shares	Sole	2026-05-19
2024-12-31	$1,653,695	15,733	+12.8%	Shares	Sole	2026-06-12
2024-09-30	$1,657,559	13,949	+30.4%	Shares	Sole	2026-06-12
2024-06-30	$958,934	10,700	-10.0%	Shares	Sole	2026-06-12
2024-03-31	$954,097	11,895	+10.4%	Shares	Sole	2026-06-12
2023-12-31	$753,824	10,772	+0.1%	Shares	Sole	2026-06-12
2023-09-30	$639,979	10,765	-3.5%	Shares	Sole	2026-06-12
2023-06-30	$633,713	11,153	+5.4%	Shares	Sole	2026-06-12
2023-03-31	$559,681	10,578	+0.0%	Shares	Sole	2026-06-12
2022-12-31	$527,213	10,576	-3.9%	Shares	Sole	2026-06-15
2022-09-30	$483,977	11,007	+5.3%	Shares	Sole	2026-06-15
2022-06-30	$509,151	10,457	-5.2%	Shares	Sole	2026-06-12
2022-03-31	$611,172	11,030	-27.5%	Shares	Sole	2026-06-12
2021-12-31	$796,357	15,218	-38.1%	Shares	Sole	2026-06-15
2021-09-30	$1,067,696	24,573	-2.8%	Shares	Sole	2026-06-15
2021-06-30	$1,070,399	25,293	+10.4%	Shares	Sole	2026-06-15
2021-03-31	$848,232	22,919	-3.9%	Shares	Sole	2026-06-15
2020-12-31	$703,098	23,850	+22.0%	Shares	Sole	2026-06-15
2020-09-30	$523,878	19,555	-0.3%	Shares	Sole	2026-06-15
2020-06-30	$511,794	19,609	-25.3%	Shares	Sole	2026-06-15
2020-03-31	$624,440	26,237	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.