Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$442,085
+$84,595 QoQ
Shares Held
3,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#698
of 1,152 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026PHILADELPHIA TRUST CO holds $442,085 across 1 REIT - Specialty name. IRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
3,500 | $442,085 |
All Filings in IRM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,085 | 3,500 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $357,490 | 3,500 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $290,325 | 3,500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $356,790 | 3,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $358,995 | 3,500 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $301,140 | 3,500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $367,885 | 3,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $415,905 | 3,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $313,670 | 3,500 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $280,735 | 3,500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $244,930 | 3,500 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $208,075 | 3,500 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||