Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in IRM — Iron Mountain Inc
CIK 1510434
Seattle, WA
Position in IRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$641,022
+$254,934 QoQ
Shares Held
5,075
+34.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#604
of 1,152 holders
Holding Since
Dec 2021
14 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $4,211,754 across 7 REIT - Specialty names. IRM ranks #4 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
6,600 | $1,029,467 | |
| 2 | EPR |
Epr Properties
|
15,485 | $898,284 | |
| 3 | GLPI |
Gaming & Leisure Properties, Inc.
|
19,416 | $864,593 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
5,075 | $641,022 | |
| 5 | SBAC |
Sba Communications Corp
|
2,315 | $408,503 | |
| 6 | EQIX |
Equinix Inc
|
240 | $250,173 | |
| 7 | UNIT |
Uniti Group Inc.
|
10,437 | $119,712 |
All Filings in IRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,022 | 5,075 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $386,088 | 3,780 | Shares | Sole | 2026-05-04 | |
| 2025-06-30 | $349,250 | 3,405 | Shares | Sole | 2025-07-21 | |
| 2024-06-30 | $502,678 | 5,609 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $449,897 | 5,609 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $446,472 | 6,380 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $333,455 | 5,609 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $304,498 | 5,359 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,297,564 | 24,524 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,308,064 | 26,240 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,182,353 | 26,890 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,013,920 | 20,824 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,168,264 | 21,084 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,096,679 | 20,957 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||