Position in IRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$275,103
+$52,643 QoQ
Shares Held
2,178
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#830
of 1,152 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $9,969,104 across 2 REIT - Specialty names. IRM ranks #2 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
62,149 | $9,694,001 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
2,178 | $275,103 |
All Filings in IRM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,103 | 2,178 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $222,460 | 2,178 | Shares | Sole | 2026-04-30 | |
| 2024-12-31 | $831,209 | 7,908 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $637,287 | 7,111 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $489 | 7 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $442,783 | 7,448 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||