Wellington Shields & Co., LLC

Position in IRM — Iron Mountain Inc

CIK 1506073 NEW YORK, NY

Position in IRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,344,317

+$257,241 QoQ

Shares Held

10,643

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#467

of 1,152 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wellington Shields & Co., LLC holds $2,183,342 across 2 REIT - Specialty names. IRM ranks #1 (61.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IRM	Iron Mountain Inc This page	10,643	$1,344,317
2	WY	Weyerhaeuser Co	35,047	$839,025

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,344,317	10,643	0.0%	Shares	Sole	2026-08-10
2026-03-31	$1,087,076	10,643	0.0%	Shares	Sole	2026-05-04
2025-12-31	$882,836	10,643	0.0%	Shares	Sole	2026-02-09
2025-09-30	$1,084,947	10,643	0.0%	Shares	Sole	2025-11-05
2025-06-30	$1,091,652	10,643	0.0%	Shares	Sole	2025-08-05
2025-03-31	$915,723	10,643	0.0%	Shares	Sole	2025-05-08
2024-12-31	$1,118,685	10,643	0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,264,707	10,643	0.0%	Shares	Sole	2024-11-13
2024-06-30	$953,825	10,643	-3.5%	Shares	Sole	2024-08-07
2023-09-30	$655,911	11,033	+29.3%	Shares	Sole	2023-11-14
2023-06-30	$484,845	8,533	-25.7%	Shares	Sole	2023-08-11
2023-03-31	$607,565	11,483	0.0%	Shares	Sole	2023-05-11
2022-12-31	$572,427	11,483	0.0%	Shares	Sole	2023-02-15
2022-09-30	$504,907	11,483	0.0%	Shares	Sole	2022-11-14
2022-06-30	$559,107	11,483	+3.6%	Shares	Sole	2022-08-12
2022-03-31	$614,109	11,083	-22.2%	Shares	Sole	2022-05-09
2021-12-31	$745,074	14,238	+3.9%	Shares	Sole	2022-02-15
2021-09-30	$595,699	13,710	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$579,784	13,700	+1.5%	Shares	Sole	2021-08-12
2021-03-31	$499,635	13,500	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.