Position in IRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$293,670
+$49,352 QoQ
Shares Held
2,325
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#810
of 1,152 holders
Holding Since
Mar 2020
17 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, 2026Bedel Financial Consulting, Inc. holds $293,670 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
|
2,325 | $293,670 |
All Filings in IRM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,670 | 2,325 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $244,318 | 2,392 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $240,986 | 2,364 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $241,244 | 2,352 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $202,366 | 2,352 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $245,642 | 2,337 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $275,329 | 2,317 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $206,753 | 2,307 | Shares | Sole | 2024-08-05 | |
| 2022-03-31 | $70,647 | 1,275 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $66,406 | 1,269 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $54,920 | 1,264 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $53,238 | 1,258 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $20,392 | 551 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $16,007 | 543 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $10,019 | 374 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $9,552 | 366 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $8,496 | 357 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||