Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$691,294
+$161,596 QoQ
Shares Held
5,473
+5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#589
of 1,152 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Derivatives in IRM
reported options exposure · as of Dec 31, 2025CallValue
$7,650
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Destination Wealth Management holds $19,781,057 across 2 REIT - Specialty names. IRM ranks #2 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
116,707 | $19,089,763 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
5,473 | $691,294 |
All Filings in IRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,294 | 5,473 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $529,698 | 5,186 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $272,241 | 3,282 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $7,650 | 1,500 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $283,800 | 2,784 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $23,427 | 1,500 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $285,554 | 2,784 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $10,257 | 100 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $313,701 | 3,646 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $8,604 | 100 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $10,511 | 100 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $383,231 | 3,646 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $11,883 | 100 | Call | Sole | 2024-11-25 | |
| 2024-09-30 | $440,502 | 3,707 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $264,020 | 2,946 | Shares | Sole | 2024-07-25 | |
| 2024-06-30 | $8,962 | 100 | Call | Sole | 2024-07-25 | |
| 2024-03-31 | $236,298 | 2,946 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $8,021 | 100 | Call | Sole | 2024-05-14 | |
| 2023-12-31 | $206,161 | 2,946 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $6,998 | 100 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $289,878 | 4,876 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $291,657 | 5,133 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $221,798 | 4,192 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $204,135 | 4,095 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||