OAKWORTH CAPITAL, INC.

Position in IRM — Iron Mountain Inc

CIK 1588871 BIRMINGHAM, AL

Position in IRM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$11,494

+$2,200 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,070

of 1,152 holders

Holding Since

Jun 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

OAKWORTH CAPITAL, INC. holds $66,672 across 6 REIT - Specialty names. IRM ranks #4 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co	755	$18,074
2	CCI	Crown Castle Inc.	191	$14,464
3	AMT	American Tower Corp /Ma/	75	$12,267
4	IRM	Iron Mountain Inc This page	91	$11,494
5	SBAC	Sba Communications Corp	53	$9,352
6	RYN	Rayonier Inc	48	$1,021

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,494	91	0.0%	Shares	Sole	2026-07-22
2026-03-31	$9,294	91	-38.9%	Shares	Sole	2026-04-24
2025-12-31	$12,359	149	0.0%	Shares	Sole	2026-01-30
2025-09-30	$15,189	149	-17.2%	Shares	Sole	2025-11-04
2025-06-30	$18,462	180	-68.9%	Shares	Sole	2025-07-17
2025-03-31	$49,817	579	+11.3%	Shares	Sole	2025-04-24
2024-12-31	$54,657	520	+291.0%	Shares	Sole	2025-01-27
2023-06-30	$7,557	133	-26.1%	Shares	Sole	2023-07-28
2021-09-30	$7,821	180	-25.3%	Shares	Sole	2021-11-10
2020-06-30	$6,290	241	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.