Wealthcare Advisory Partners LLC

Position in IRM — Iron Mountain Inc

CIK 1683059 WEST CHESTER, PA

Position in IRM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,073,761

+$83,718 QoQ

Shares Held

8,501

-12.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#508

of 1,152 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $2,049,012 across 5 REIT - Specialty names. IRM ranks #1 (52.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc This page	8,501	$1,073,761
2	EPR	Epr Properties	4,705	$272,937
3	CCI	Crown Castle Inc.	3,133	$237,262
4	DLR	Digital Realty Trust, Inc.	1,299	$233,274
5	AMT	American Tower Corp /Ma/	1,417	$231,778

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,073,761	8,501	-12.3%	Shares	Sole	2026-07-09
2026-03-31	$990,043	9,693	-15.8%	Shares	Sole	2026-04-14
2025-12-31	$954,671	11,509	-9.6%	Shares	Sole	2026-01-14
2025-09-30	$1,297,186	12,725	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$1,334,333	13,009	+1.5%	Shares	Sole	2025-07-22
2025-03-31	$1,103,204	12,822	+0.9%	Shares	Sole	2025-04-15
2024-12-31	$1,336,053	12,711	+2.3%	Shares	Sole	2025-01-15
2024-09-30	$1,477,175	12,431	+1.7%	Shares	Sole	2024-11-04
2024-06-30	$1,094,977	12,218	-4.5%	Shares	Sole	2024-08-12
2024-03-31	$1,025,805	12,789	+177.7%	Shares	Sole	2024-04-15
2023-12-31	$322,257	4,605	-23.9%	Shares	Sole	2024-02-06
2023-09-30	$359,910	6,054	-3.5%	Shares	Sole	2023-10-12
2023-06-30	$356,375	6,272	-10.0%	Shares	Sole	2023-07-17
2023-03-31	$368,782	6,970	-5.6%	Shares	Sole	2023-05-04
2022-12-31	$367,942	7,381	-25.7%	Shares	Sole	2023-02-13
2022-09-30	$436,578	9,929	-3.3%	Shares	Sole	2022-11-14
2022-06-30	$500,143	10,272	-8.2%	Shares	Sole	2022-08-15
2022-03-31	$619,982	11,189	+6.9%	Shares	Sole	2022-04-15
2021-12-31	$547,738	10,467	-31.7%	Shares	Sole	2022-02-11
2021-09-30	$666,088	15,330	+3.3%	Shares	Sole	2021-11-15
2021-06-30	$628,155	14,843	+18.2%	Shares	Sole	2021-08-16
2021-03-31	$464,697	12,556	+33.7%	Shares	Sole	2021-04-30
2020-12-31	$276,846	9,391	+5.5%	Shares	Sole	2021-02-12
2020-09-30	$238,431	8,900	+2386.0%	Shares	Sole	2020-10-29
2020-03-31	$8,520	358	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.