Position in IRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$283,565
+$50,380 QoQ
Shares Held
2,245
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#821
of 1,152 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Saxony Capital Management, LLC holds $283,565 across 1 REIT - Specialty name. IRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
2,245 | $283,565 |
All Filings in IRM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,565 | 2,245 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $233,185 | 2,283 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $219,272 | 2,151 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $219,089 | 2,136 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $216,736 | 2,062 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $244,076 | 2,054 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $230,861 | 2,576 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $209,348 | 2,610 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||