PDS Planning, Inc

Position in IRM — Iron Mountain Inc

CIK 838618 DUBLIN, OH

Position in IRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$254,893

+$49,388 QoQ

Shares Held

2,018

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#846

of 1,152 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

PDS Planning, Inc holds $1,894,897 across 4 REIT - Specialty names. IRM ranks #4 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	648	$675,468
2	AMT	American Tower Corp /Ma/	3,869	$632,852
3	DLR	Digital Realty Trust, Inc.	1,847	$331,684
4	IRM	Iron Mountain Inc This page	2,018	$254,893

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,893	2,018	+0.3%	Shares	Sole	2026-08-05
2026-03-31	$205,505	2,012	—	Shares	Sole	2026-04-22
No filing history on record for this holder in this stock.