Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,730,447
+$688,619 QoQ
Shares Held
13,700
+34.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#418
of 1,152 holders
Holding Since
Dec 2025
3 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, 2026MITCHELL MCLEOD PUGH & WILLIAMS INC holds $2,495,627 across 2 REIT - Specialty names. IRM ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
13,700 | $1,730,447 | |
| 2 | AMT |
American Tower Corp /Ma/
|
4,678 | $765,180 |
All Filings in IRM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,730,447 | 13,700 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,041,828 | 10,200 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $846,090 | 10,200 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||