Position in IRM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$685,610
+$105,966 QoQ
Shares Held
5,428
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#590
of 1,152 holders
Holding Since
Sep 2023
11 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, 2026Somerset Trust Co holds $685,610 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
|
5,428 | $685,610 |
All Filings in IRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,610 | 5,428 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $579,644 | 5,675 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $483,349 | 5,827 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $589,722 | 5,785 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $586,802 | 5,721 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $473,306 | 5,501 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $492,440 | 4,685 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $433,135 | 3,645 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $335,358 | 3,742 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $264,291 | 3,295 | Shares | Sole | 2024-04-05 | |
| 2023-09-30 | $234,114 | 3,938 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||