Position in IRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$640,265
+$122,518 QoQ
Shares Held
5,069
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#606
of 1,151 holders
Holding Since
Mar 2022
17 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 Jun 30, 2026Welch Group, LLC holds $640,265 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
|
5,069 | $640,265 |
All Filings in IRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,265 | 5,069 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $517,747 | 5,069 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $396,583 | 4,781 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $461,890 | 4,531 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $464,744 | 4,531 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $389,847 | 4,531 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $476,253 | 4,531 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $538,418 | 4,531 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $406,068 | 4,531 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $363,431 | 4,531 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $317,079 | 4,531 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $269,367 | 4,531 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $257,451 | 4,531 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $239,735 | 4,531 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $225,870 | 4,531 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $220,614 | 4,531 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $251,062 | 4,531 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||