Measured Wealth Private Client Group, LLC

Position in IRM — Iron Mountain Inc

CIK 1720235 PORTSMOUTH, NH

Position in IRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$551,469

+$105,526 QoQ

Shares Held

4,366

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#636

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

Measured Wealth Private Client Group, LLC holds $684,832 across 4 REIT - Specialty names. IRM ranks #1 (80.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc This page	4,366	$551,469
2	LAMR	Lamar Advertising Co/New	319	$49,757
3	AMT	American Tower Corp /Ma/	269	$44,000
4	CCI	Crown Castle Inc.	523	$39,606

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$551,469	4,366	0.0%	Shares	Sole	2026-08-10
2026-03-31	$445,943	4,366	-33.1%	Shares	Sole	2026-05-13
2025-12-31	$541,248	6,525	-16.7%	Shares	Sole	2026-02-10
2025-09-30	$798,394	7,832	-5.0%	Shares	Sole	2025-11-14
2025-06-30	$845,484	8,243	-3.4%	Shares	Sole	2025-08-13
2025-03-31	$734,179	8,533	-8.7%	Shares	Sole	2025-05-12
2024-12-31	$982,568	9,348	-3.2%	Shares	Sole	2025-01-27
2024-09-30	$1,147,541	9,657	-8.2%	Shares	Sole	2024-10-28
2024-06-30	$942,892	10,521	-9.4%	Shares	Sole	2024-08-12
2024-03-31	$931,077	11,608	0.0%	Shares	Sole	2024-04-18
2023-12-31	$812,327	11,608	0.0%	Shares	Sole	2024-02-06
2023-09-30	$690,095	11,608	-2.2%	Shares	Sole	2023-10-18
2023-06-30	$674,737	11,875	-24.2%	Shares	Sole	2023-07-20
2023-03-31	$828,782	15,664	0.0%	Shares	Sole	2023-05-01
2022-12-31	$780,850	15,664	-8.6%	Shares	Sole	2023-01-23
2022-09-30	$753,513	17,137	-3.2%	Shares	Sole	2022-10-27
2022-06-30	$861,813	17,700	-11.0%	Shares	Sole	2022-07-25
2022-03-31	$1,101,994	19,888	-8.7%	Shares	Sole	2022-05-03
2021-12-31	$1,139,852	21,782	-7.0%	Shares	Sole	2022-01-28
2021-09-30	$1,017,642	23,421	-57.7%	Shares	Sole	2021-11-01
2021-06-30	$2,341,946	55,339	+4.4%	Shares	Sole	2021-08-05
2021-03-31	$1,961,418	52,997	+8.7%	Shares	Sole	2021-05-04
2020-12-31	$1,437,769	48,771	+20.4%	Shares	Sole	2021-01-20
2020-09-30	$1,085,637	40,524	+10.6%	Shares	Sole	2020-10-15
2020-06-30	$956,225	36,637	+36.5%	Shares	Sole	2020-08-03
2020-03-31	$638,887	26,844	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.