SVB WEALTH LLC

Position in IRM — Iron Mountain Inc

CIK 1626116 BOSTON, MA

Position in IRM

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$288,237

+$57,224 QoQ

Shares Held

2,822

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Real Estate · as of Jun 30, 2026

SVB WEALTH LLC holds $357,899 across 1 REIT - Specialty name.

#	Ticker	Company	Shares	Value (USD)	Open
1	DLR	Digital Realty Trust, Inc.	1,993	$357,899

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$288,237	2,822	+1.3%	Shares	Sole	2026-04-17
2025-12-31	$231,013	2,785	+2.1%	Shares	Sole	2026-02-04
2025-09-30	$278,192	2,729	-66.8%	Shares	Sole	2025-11-06
2025-06-30	$843,328	8,222	-16.8%	Shares	Sole	2025-08-14
2025-03-31	$850,075	9,880	-9.2%	Shares	Sole	2025-05-14
2024-12-31	$1,143,385	10,878	-28.1%	Shares	Sole	2025-02-05
2024-06-30	$1,356,756	15,139	+1.4%	Shares	Sole	2024-08-06
2024-03-31	$1,197,294	14,927	-34.7%	Shares	Sole	2024-05-15
2023-12-31	$1,600,652	22,873	-1.7%	Shares	Sole	2024-01-30
2023-09-30	$1,383,995	23,280	-18.0%	Shares	Sole	2023-10-23
2023-06-30	$1,613,687	28,400	-10.3%	Shares	Sole	2023-07-24
2023-03-31	$1,675,447	31,666	-12.9%	Shares	Sole	2023-05-12
2022-12-31	$1,812,694	36,363	+13.3%	Shares	Sole	2023-02-10
2022-09-30	$1,411,480	32,101	+14.0%	Shares	Sole	2022-11-09
2022-06-30	$1,370,672	28,151	+1.0%	Shares	Sole	2022-08-16
2022-03-31	$1,544,941	27,882	+66.7%	Shares	Sole	2022-05-13
2021-12-31	$875,323	16,727	-7.0%	Shares	Sole	2022-02-15
2021-09-30	$781,882	17,995	+230.1%	Shares	Sole	2021-11-09
2021-06-30	$230,728	5,452	-67.6%	Shares	Sole	2021-08-13
2021-03-31	$622,248	16,813	+54.0%	Shares	Sole	2021-05-11
2020-12-31	$321,891	10,919	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.