Morse Asset Management, Inc

Position in IRM — Iron Mountain Inc

CIK 1705711 DARIEN, CT

Position in IRM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$110,521

+$59,451 QoQ

Shares Held

875

+75.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#948

of 1,152 holders

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Morse Asset Management, Inc holds $126,324 across 2 REIT - Specialty names. IRM ranks #1 (87.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IRM	Iron Mountain Inc This page	875	$110,521
2	DLR	Digital Realty Trust, Inc.	88	$15,803

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$110,521	875	+75.0%	Shares	Sole	2026-08-13
2026-03-31	$51,070	500	0.0%	Shares	Sole	2026-05-14
2025-12-31	$41,475	500	-76.8%	Shares	Sole	2026-02-03
2025-09-30	$219,680	2,155	+105.2%	Shares	Sole	2025-11-14
2025-06-30	$107,698	1,050	-48.8%	Shares	Sole	2025-08-15
2025-03-31	$176,382	2,050	-92.5%	Shares	Sole	2025-05-05
2024-12-31	$2,891,576	27,510	-1.8%	Shares	Sole	2025-02-14
2024-09-30	$3,328,428	28,010	-0.4%	Shares	Sole	2024-11-20
2024-06-30	$2,519,666	28,115	-3.4%	Shares	Sole	2024-08-14
2024-03-31	$2,335,314	29,115	-19.5%	Shares	Sole	2024-05-15
2023-12-31	$2,532,576	36,190	0.0%	Shares	Sole	2024-02-15
2023-09-30	$2,151,495	36,190	+2.0%	Shares	Sole	2023-11-13
2023-06-30	$2,016,541	35,490	+98.1%	Shares	Sole	2023-08-14
2023-03-31	$947,882	17,915	+91.2%	Shares	Sole	2023-05-03
2022-12-31	$467,094	9,370	+1.3%	Shares	Sole	2023-02-08
2022-09-30	$406,722	9,250	+1.1%	Shares	Sole	2022-11-14
2022-06-30	$445,513	9,150	+52.5%	Shares	Sole	2022-08-11
2022-03-31	$332,460	6,000	+20.0%	Shares	Sole	2022-05-12
2021-12-31	$261,650	5,000	-41.2%	Shares	Sole	2022-02-14
2020-09-30	$227,715	8,500	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.