Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$252,620
+$48,340 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#849
of 1,152 holders
Holding Since
Mar 2022
10 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, 2026Apriem Advisors holds $252,620 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
|
2,000 | $252,620 |
All Filings in IRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,620 | 2,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $204,280 | 2,000 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $204,593 | 2,007 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $205,140 | 2,000 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $315,330 | 3,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $356,490 | 3,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $286,784 | 3,200 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $256,672 | 3,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $223,936 | 3,200 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $205,017 | 3,700 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||