Position in IRM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,022,681
+$758,848 QoQ
Shares Held
39,384
+0.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026WealthTrust Axiom LLC holds $4,181,091 across 2 REIT - Specialty names. IRM ranks #1 (96.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
39,384 | $4,022,681 | |
| 2 | SELF |
Global Self Storage, Inc.
|
31,000 | $158,410 |
All Filings in IRM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,022,681 | 39,384 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,263,833 | 39,347 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,317,974 | 42,358 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,374,507 | 42,649 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,890,470 | 45,217 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,864,385 | 46,279 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,753,867 | 48,421 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,694,365 | 63,539 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,332,601 | 66,483 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,798,542 | 82,860 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,358,534 | 106,956 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,192,414 | 108,983 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,182,109 | 135,742 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,980,944 | 140,039 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,312,465 | 143,563 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,089,458 | 145,604 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $9,198,891 | 166,015 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $10,175,463 | 194,448 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $9,016,135 | 207,506 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $9,176,414 | 216,834 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $8,054,338 | 217,626 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $6,567,230 | 222,769 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $5,852,623 | 218,463 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $5,869,133 | 224,871 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $5,467,121 | 229,711 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||