BURNEY CO/

Position in IRM — Iron Mountain Inc

CIK 940445 RESTON, VA

Position in IRM

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

Position Value

$3,430,578

+$359,433 QoQ

Shares Held

27,160

-9.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#320

of 1,151 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Real Estate · as of Jun 30, 2026

BURNEY CO/ holds $10,372,833 across 5 REIT - Specialty names. IRM ranks #2 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GLPI	Gaming & Leisure Properties, Inc.	92,200	$4,105,666
2	IRM	Iron Mountain Inc This page	27,160	$3,430,578
3	LAMR	Lamar Advertising Co/New	9,681	$1,510,042
4	AMT	American Tower Corp /Ma/	5,711	$934,148
5	OUT	OUTFRONT Media Inc.	11,978	$392,399

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,430,578	27,160	-9.7%	Shares	Sole	2026-07-15
2026-03-31	$3,071,145	30,068	-35.5%	Shares	Sole	2026-04-29
2025-12-31	$3,869,368	46,647	-6.0%	Shares	Sole	2026-01-23
2025-09-30	$5,056,529	49,603	-25.8%	Shares	Sole	2025-10-16
2025-06-30	$6,852,598	66,809	-56.1%	Shares	Defined	2025-08-05
2025-03-31	$13,090,813	152,148	-1.4%	Shares	Defined	2025-05-06
2024-12-31	$16,215,844	154,275	+0.3%	Shares	Defined	2025-01-14
2024-09-30	$18,284,252	153,869	-0.0%	Shares	Defined	2024-10-18
2024-06-30	$13,795,116	153,929	-7.8%	Shares	Sole	2024-07-29
2024-03-31	$13,387,209	166,902	+77.3%	Shares	Sole	2024-05-22
2023-12-31	$6,586,867	94,125	+64.2%	Shares	Sole	2024-02-12
2023-09-30	$3,408,268	57,330	-0.5%	Shares	Sole	2023-11-08
2023-06-30	$3,274,877	57,636	-22.5%	Shares	Sole	2023-08-09
2023-03-31	$3,934,705	74,366	-3.2%	Shares	Sole	2023-05-10
2022-12-31	$3,828,480	76,800	-20.5%	Shares	Sole	2023-02-06
2022-09-30	$4,248,996	96,634	+0.1%	Shares	Sole	2022-11-15
2022-06-30	$4,702,382	96,578	+2.2%	Shares	Sole	2022-08-12
2022-03-31	$5,234,970	94,477	+6.2%	Shares	Sole	2022-05-09
2021-12-31	$4,655,172	88,958	+6.8%	Shares	Sole	2022-02-11
2021-09-30	$3,619,906	83,312	+18.3%	Shares	Sole	2021-11-12
2021-06-30	$2,981,232	70,445	+39.3%	Shares	Sole	2021-08-06
2021-03-31	$1,871,558	50,569	+195.6%	Shares	Sole	2021-05-13
2020-12-31	$504,343	17,108	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.