Position in IRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$332,826
+$51,329 QoQ
Shares Held
2,635
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#778
of 1,151 holders
Holding Since
Mar 2020
15 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, 2026TCI Wealth Advisors, Inc. holds $332,826 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
|
2,635 | $332,826 |
All Filings in IRM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,826 | 2,635 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $281,497 | 2,756 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $224,960 | 2,712 | Shares | Sole | 2026-02-02 | |
| 2023-03-31 | $49,999 | 945 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $47,108 | 945 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $41,551 | 945 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $46,012 | 945 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $52,362 | 945 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $46,678 | 892 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $38,409 | 884 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,686 | 158 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,847 | 158 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $4,657 | 158 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $8,010 | 299 | Shares | Sole | 2020-10-20 | |
| 2020-03-31 | $1,475 | 62 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||