WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in IRM — Iron Mountain Inc
CIK 1632972
PLYMOUTH, MN
Position in IRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,810,505
+$2,355,106 QoQ
Shares Held
61,836
+15.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#233
of 1,152 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $80,055,535 across 16 REIT - Specialty names. IRM ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
129,999 | $21,263,936 | |
| 2 | EQIX |
Equinix Inc
|
14,338 | $14,945,787 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
92,981 | $14,503,176 | |
| 4 | IRM |
Iron Mountain Inc
This page
|
61,836 | $7,810,505 | |
| 5 | CCI |
Crown Castle Inc.
|
71,597 | $5,422,040 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
21,810 | $3,916,639 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
77,224 | $3,438,784 | |
| 8 | EPR |
Epr Properties
|
46,194 | $2,679,713 |
All Filings in IRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,810,505 | 61,836 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,455,399 | 53,411 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,527,742 | 54,584 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,996,996 | 49,019 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,154,142 | 50,250 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,223,359 | 49,086 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,452,476 | 51,874 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,983,373 | 41,937 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $10,189,614 | 113,698 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $8,524,959 | 106,283 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $8,130,836 | 116,188 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $7,233,994 | 121,682 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||