AE Wealth Management LLC

Position in IRM — Iron Mountain Inc

CIK 1697723 TOPEKA, KS

Position in IRM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$531,761

-$30,617 QoQ

Shares Held

4,210

-23.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#647

of 1,152 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

AE Wealth Management LLC holds $10,251,758 across 8 REIT - Specialty names. IRM ranks #5 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	42,581	$6,964,959
2	CCI	Crown Castle Inc.	9,361	$708,903
3	OUT	OUTFRONT Media Inc.	21,050	$689,583
4	EQIX	Equinix Inc	552	$575,384
5	IRM	Iron Mountain Inc This page	4,210	$531,761
6	DLR	Digital Realty Trust, Inc.	1,670	$299,887
7	WY	Weyerhaeuser Co	10,846	$259,643
8	LAMR	Lamar Advertising Co/New	1,421	$221,638

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$531,761	4,210	-23.5%	Shares	Sole	2026-08-03
2026-03-31	$562,378	5,506	-33.2%	Shares	Sole	2026-05-13
2025-12-31	$683,919	8,245	-39.2%	Shares	Sole	2026-01-26
2025-09-30	$1,382,916	13,566	+3.9%	Shares	Sole	2025-11-03
2025-06-30	$1,339,768	13,062	+7.8%	Shares	Sole	2025-08-06
2025-03-31	$1,042,804	12,120	-27.9%	Shares	Other	2025-05-06
2024-12-31	$1,766,477	16,806	-39.4%	Shares	Sole	2025-02-13
2024-09-30	$3,295,037	27,729	+54.0%	Shares	Sole	2024-11-14
2024-06-30	$1,613,697	18,006	+58.0%	Shares	Sole	2024-08-12
2024-03-31	$913,992	11,395	-78.0%	Shares	Sole	2024-05-15
2023-12-31	$3,624,404	51,792	-5.6%	Shares	Sole	2024-02-14
2023-09-30	$3,262,437	54,877	+4.7%	Shares	Sole	2023-10-11
2023-06-30	$2,979,356	52,435	-6.7%	Shares	Sole	2023-07-10
2023-03-31	$2,974,441	56,217	+0.2%	Shares	Sole	2023-04-14
2022-12-31	$2,796,634	56,101	+11.6%	Shares	Sole	2023-01-31
2022-09-30	$2,210,415	50,271	+6.4%	Shares	Sole	2022-10-25
2022-06-30	$2,299,433	47,226	+6.7%	Shares	Sole	2022-08-03
2022-03-31	$2,452,723	44,265	+13.9%	Shares	Sole	2022-04-18
2021-12-31	$2,034,276	38,874	-2.4%	Shares	Sole	2022-01-20
2021-09-30	$1,730,005	39,816	+7.7%	Shares	Sole	2021-11-01
2021-06-30	$1,564,908	36,978	+2.3%	Shares	Sole	2021-07-21
2021-03-31	$1,337,689	36,144	-10.2%	Shares	Sole	2021-04-27
2020-12-31	$1,186,275	40,240	-5.5%	Shares	Sole	2021-02-01
2020-09-30	$1,140,691	42,579	-46.0%	Shares	Sole	2020-11-06
2020-06-30	$2,056,601	78,797	-14.1%	Shares	Sole	2020-08-05
2020-03-31	$2,182,650	91,708	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.