B. Riley Wealth Advisors, Inc.

Position in IRM — Iron Mountain Inc

CIK 1464811 MEMPHIS, TN

Position in IRM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$230,136

-$25,350 QoQ

Shares Held

1,822

-40.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#875

of 1,152 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $2,605,673 across 4 REIT - Specialty names. IRM ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	1,505	$1,568,796
2	AMT	American Tower Corp /Ma/	3,428	$560,717
3	DLR	Digital Realty Trust, Inc.	1,370	$246,024
4	IRM	Iron Mountain Inc This page	1,822	$230,136

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,136	1,822	-40.8%	Shares	Sole	2026-07-14
2025-12-31	$255,486	3,080	+4.5%	Shares	Sole	2026-02-17
2025-09-30	$300,519	2,948	-27.4%	Shares	Sole	2025-10-31
2025-06-30	$416,434	4,060	-61.8%	Shares	Sole	2025-08-19
2024-12-31	$1,118,370	10,640	-31.3%	Shares	Sole	2025-02-25
2024-09-30	$1,841,152	15,494	-48.1%	Shares	Sole	2024-12-13
2024-06-30	$2,673,185	29,828	-3.1%	Shares	Sole	2024-08-19
2024-03-31	$2,469,505	30,788	+2.3%	Shares	Sole	2024-05-16
2023-12-31	$2,106,887	30,107	-2.2%	Shares	Sole	2024-03-15
2023-09-30	$1,830,346	30,788	-19.9%	Shares	Sole	2023-12-01
2023-06-30	$2,184,615	38,448	-10.4%	Shares	Sole	2023-07-27
2023-03-31	$2,269,997	42,903	-35.8%	Shares	Sole	2023-05-17
2022-12-31	$3,332,671	66,854	-8.5%	Shares	Sole	2023-03-15
2022-09-30	$3,213,942	73,094	+9.8%	Shares	Other	2022-11-22
2022-06-30	$3,242,607	66,597	-13.7%	Shares	Other	2022-08-12
2022-03-31	$4,275,324	77,158	+66.1%	Shares	Other	2022-05-02
2021-12-31	$2,431,565	46,466	-0.5%	Shares	Other	2022-01-28
2021-09-30	$2,029,419	46,707	-15.7%	Shares	Other	2021-11-16
2021-06-30	$2,345,374	55,420	+4.7%	Shares	Other	2021-08-10
2021-03-31	$1,959,235	52,938	+161.8%	Shares	Other	2021-05-13
2020-12-31	$596,056	20,219	-5.0%	Shares	Other	2021-02-04
2020-09-30	$570,305	21,288	+2.6%	Shares	Other	2020-11-09
2020-06-30	$541,678	20,754	+15.9%	Shares	Other	2020-07-31
2020-03-31	$426,186	17,907	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.