Welch & Forbes LLC

Position in IRM — Iron Mountain Inc

CIK 105495 Boston, MA

Position in IRM

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

Position Value

$80,752,761

+$14,150,536 QoQ

Shares Held

639,322

-2.0% QoQ

Ownership

0.215%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#54

of 1,151 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Real Estate · as of Jun 30, 2026

Welch & Forbes LLC holds $108,799,873 across 3 REIT - Specialty names. IRM ranks #1 (74.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc This page	639,322	$80,752,761
2	EQIX	Equinix Inc	25,590	$26,674,760
3	AMT	American Tower Corp /Ma/	8,390	$1,372,352

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,752,761	639,322	-2.0%	Shares	Sole	2026-07-30
2026-03-31	$66,602,225	652,068	-0.7%	Shares	Sole	2026-05-01
2025-12-31	$54,445,393	656,364	-0.4%	Shares	Sole	2026-02-10
2025-09-30	$67,177,644	658,992	-1.5%	Shares	Sole	2025-11-04
2025-06-30	$68,612,970	668,938	-0.8%	Shares	Sole	2025-08-05
2025-03-31	$57,994,573	674,042	-0.8%	Shares	Sole	2025-05-02
2024-12-31	$71,449,783	679,762	-1.1%	Shares	Sole	2025-02-07
2024-09-30	$81,691,941	687,469	-3.4%	Shares	Sole	2024-11-04
2024-06-30	$63,799,133	711,885	-2.2%	Shares	Sole	2024-08-02
2024-03-31	$58,364,084	727,641	-0.5%	Shares	Sole	2024-05-03
2023-12-31	$51,195,828	731,578	-0.8%	Shares	Sole	2024-02-06
2023-09-30	$43,855,908	737,694	-0.9%	Shares	Sole	2023-11-03
2023-06-30	$42,303,853	744,524	-0.0%	Shares	Sole	2023-07-28
2023-03-31	$39,401,283	744,685	-0.7%	Shares	Sole	2023-04-14
2022-12-31	$37,394,728	750,145	+1.6%	Shares	Sole	2023-02-02
2022-09-30	$32,452,409	738,058	-0.1%	Shares	Other	2022-10-31
2022-06-30	$35,984,295	739,049	-1.1%	Shares	Other	2022-07-22
2022-03-31	$41,393,817	747,046	+3.8%	Shares	Other	2022-04-25
2021-12-31	$37,667,604	719,809	-0.3%	Shares	Other	2022-01-19
2021-09-30	$31,385,064	722,326	+0.4%	Shares	Other	2021-10-13
2021-06-30	$30,448,519	719,483	-0.1%	Shares	Sole	2021-07-22
2021-03-31	$26,643,461	719,899	+0.0%	Shares	Other	2021-04-14
2020-12-31	$21,213,571	719,592	+1.2%	Shares	Sole	2021-01-20
2020-09-30	$19,056,557	711,331	-1.3%	Shares	Other	2020-10-23
2020-06-30	$18,807,685	720,601	-19.7%	Shares	Other	2020-07-15
2020-03-31	$21,345,814	896,883	—	Shares	Other	2020-04-17
No filing history on record for this holder in this stock.