Chesley Taft & Associates LLC

Position in IRM — Iron Mountain Inc

CIK 1164632 CHICAGO, IL

Position in IRM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,553,486

+$303,599 QoQ

Shares Held

12,299

+0.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#436

of 1,151 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Chesley Taft & Associates LLC holds $6,196,981 across 3 REIT - Specialty names. IRM ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co	141,938	$3,397,995
2	IRM	Iron Mountain Inc This page	12,299	$1,553,486
3	LAMR	Lamar Advertising Co/New	7,985	$1,245,500

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,553,486	12,299	+0.5%	Shares	Other	2026-07-08
2026-03-31	$1,249,887	12,237	-3.9%	Shares	Other	2026-04-13
2025-12-31	$1,056,534	12,737	+11.0%	Shares	Sole	2026-01-14
2025-09-30	$1,169,863	11,476	-0.1%	Shares	Sole	2025-10-08
2025-06-30	$1,178,734	11,492	-1.5%	Shares	Sole	2025-07-09
2025-03-31	$1,003,828	11,667	+2.8%	Shares	Sole	2025-04-10
2024-12-31	$1,192,998	11,350	-3.0%	Shares	Sole	2025-01-17
2024-09-30	$1,390,311	11,700	-12.5%	Shares	Sole	2024-10-07
2024-06-30	$1,198,667	13,375	-8.7%	Shares	Sole	2024-07-19
2024-03-31	$1,175,076	14,650	+1.0%	Shares	Sole	2024-04-16
2023-12-31	$1,014,710	14,500	+4.3%	Shares	Sole	2024-01-11
2023-09-30	$826,355	13,900	—	Shares	Sole	2023-10-11
No filing history on record for this holder in this stock.