Pasadena Private Wealth, LLC

Position in IRM — Iron Mountain Inc

CIK 1760578 PASADENA, CA

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Position in IRM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,728,422

+$521,177 QoQ

Shares Held

21,601

-0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#348

of 1,152 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in IRM Over Time

Shares Held

Position Value (USD)

Derivatives in IRM

reported options exposure · as of Dec 31, 2025

CallValue

CallShares

PutValue

$230

PutShares

1,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

Pasadena Private Wealth, LLC holds $3,674,893 across 3 REIT - Specialty names. IRM ranks #1 (74.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc This page	21,601	$2,728,422
2	AMT	American Tower Corp /Ma/	4,257	$696,317
3	DLR	Digital Realty Trust, Inc.	1,393	$250,154

All Filings in IRM

Export CSV

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,728,422	21,601	-0.0%	Shares	Sole	2026-08-11
2026-03-31	$2,207,245	21,610	-8.3%	Shares	Sole	2026-04-22
2025-12-31	$230	1,200	—	Put	Sole	2026-02-10
2025-12-31	$1,954,633	23,564	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.