Avior Wealth Management, LLC

Position in IRM — Iron Mountain Inc

CIK 1599868 OMAHA, NE

Position in IRM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$835,540

+$131,898 QoQ

Shares Held

6,615

-4.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#563

of 1,152 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Avior Wealth Management, LLC holds $5,029,257 across 5 REIT - Specialty names. IRM ranks #3 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GLPI	Gaming & Leisure Properties, Inc.	54,187	$2,412,947
2	CCI	Crown Castle Inc.	14,447	$1,094,071
3	IRM	Iron Mountain Inc This page	6,615	$835,540
4	WY	Weyerhaeuser Co	15,452	$369,920
5	DLR	Digital Realty Trust, Inc.	1,764	$316,779

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$835,540	6,615	-4.0%	Shares	Sole	2026-07-07
2026-03-31	$703,642	6,889	+714.3%	Shares	Sole	2026-04-09
2024-12-31	$88,923	846	+0.6%	Shares	Sole	2025-01-17
2024-09-30	$99,936	841	-80.7%	Shares	Sole	2024-11-08
2024-06-30	$390,384	4,356	-4.0%	Shares	Sole	2024-08-13
2024-03-31	$363,832	4,536	+7.5%	Shares	Sole	2024-04-30
2023-12-31	$295,315	4,220	+0.9%	Shares	Sole	2024-01-30
2023-09-30	$248,560	4,181	+0.8%	Shares	Sole	2023-10-17
2023-06-30	$235,575	4,146	+1.0%	Shares	Sole	2023-07-19
2023-03-31	$217,195	4,105	+435.2%	Shares	Sole	2023-05-10
2022-12-31	$38,234	767	0.0%	Shares	Sole	2023-02-14
2022-09-30	$33,724	767	0.0%	Shares	Sole	2022-10-26
2022-06-30	$37,345	767	0.0%	Shares	Sole	2022-08-10
2022-03-31	$42,499	767	+440.1%	Shares	Sole	2022-05-13
2021-12-31	$7,430	142	0.0%	Shares	Sole	2022-02-14
2021-09-30	$6,169	142	+2.2%	Shares	Sole	2021-11-02
2021-06-30	$5,882	139	+101.4%	Shares	Sole	2021-07-27
2021-03-31	$2,553	69	+392.9%	Shares	Sole	2021-05-11
2020-12-31	$412	14	0.0%	Shares	Sole	2021-02-09
2020-09-30	$375	14	0.0%	Shares	Sole	2020-10-20
2020-06-30	$365	14	0.0%	Shares	Sole	2020-07-02
2020-03-31	$333	14	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.