Position in IRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$167,234
+$33,023 QoQ
Shares Held
1,324
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#932
of 1,151 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Tower View Wealth Management LLC holds $167,234 across 1 REIT - Specialty name. IRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
1,324 | $167,234 |
All Filings in IRM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,234 | 1,324 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $134,211 | 1,314 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $107,835 | 1,300 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $171,565 | 1,683 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $171,291 | 1,670 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $142,310 | 1,654 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $172,590 | 1,642 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $193,930 | 1,632 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $145,274 | 1,621 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $128,897 | 1,607 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $111,408 | 1,592 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $93,574 | 1,574 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $88,525 | 1,558 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $81,428 | 1,539 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $76,719 | 1,539 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $66,790 | 1,519 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $73,035 | 1,500 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $83,115 | 1,500 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $78,495 | 1,500 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $65,175 | 1,500 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||