EP Wealth Advisors, LLC

Position in IRM — Iron Mountain Inc

CIK 1540569 TORRANCE, CA

Position in IRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,498,162

+$567,361 QoQ

Shares Held

11,861

+30.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#445

of 1,152 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $13,015,665 across 9 REIT - Specialty names. IRM ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	31,956	$5,227,042
2	GLPI	Gaming & Leisure Properties, Inc.	43,254	$1,926,100
3	IRM	Iron Mountain Inc This page	11,861	$1,498,162
4	LAMR	Lamar Advertising Co/New	8,155	$1,272,016
5	EQIX	Equinix Inc	1,003	$1,045,517
6	EPR	Epr Properties	14,067	$816,026
7	DLR	Digital Realty Trust, Inc.	3,586	$643,973
8	SBAC	Sba Communications Corp	1,978	$349,037

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,498,162	11,861	+30.2%	Shares	Sole	2026-08-12
2026-03-31	$930,801	9,113	-23.2%	Shares	Sole	2026-05-14
2025-12-31	$984,035	11,863	-30.8%	Shares	Sole	2026-02-18
2025-06-30	$1,758,665	17,146	+14.8%	Shares	Sole	2025-08-14
2025-03-31	$1,285,093	14,936	-14.2%	Shares	Sole	2025-05-15
2024-12-31	$1,830,595	17,416	+26.2%	Shares	Sole	2025-02-14
2024-09-30	$1,639,497	13,797	-5.2%	Shares	Sole	2024-11-15
2024-06-30	$1,304,687	14,558	+12.2%	Shares	Sole	2024-08-19
2024-03-31	$1,040,965	12,978	-6.5%	Shares	Sole	2024-05-14
2023-12-31	$970,902	13,874	-10.1%	Shares	Sole	2024-02-28
2023-09-30	$917,313	15,430	-50.2%	Shares	Sole	2023-11-24
2023-06-30	$1,761,079	30,994	+2826.7%	Shares	Sole	2023-08-14
2023-03-31	$56,031	1,059	-93.3%	Shares	Sole	2023-06-05
2022-12-31	$786,184	15,771	-31.9%	Shares	Sole	2023-06-12
2022-09-30	$1,018,125	23,155	—	Shares	Sole	2022-12-02
No filing history on record for this holder in this stock.