HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in IRM — Iron Mountain Inc
CIK 1484205
LONG BEACH, CA
Position in IRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$31,577
+$6,042 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,021
of 1,152 holders
Holding Since
Dec 2024
7 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $34,513 across 4 REIT - Specialty names. IRM ranks #1 (91.5% of the industry book) .
All Filings in IRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,577 | 250 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $25,535 | 250 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $20,737 | 250 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $30,072 | 295 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $25,642 | 250 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $21,510 | 250 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $26,277 | 250 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||