Arkadios Wealth Advisors

Position in IRM — Iron Mountain Inc

CIK 1800798 ATLANTA, GA

Position in IRM

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

Position Value

$835,540

+$81,135 QoQ

Shares Held

6,615

-10.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#564

of 1,157 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Arkadios Wealth Advisors holds $5,377,196 across 7 REIT - Specialty names. IRM ranks #3 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CCI	Crown Castle Inc.	21,862	$1,655,608
2	DLR	Digital Realty Trust, Inc.	7,836	$1,407,188
3	IRM	Iron Mountain Inc This page	6,615	$835,540
4	AMT	American Tower Corp /Ma/	3,693	$604,063
5	WY	Weyerhaeuser Co	16,188	$387,540
6	EQIX	Equinix Inc	273	$284,572
7	OUT	OUTFRONT Media Inc.	6,187	$202,685

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$835,540	6,615	-10.4%	Shares	Sole	2026-08-10
2026-03-31	$754,405	7,386	-4.7%	Shares	Sole	2026-05-18
2025-12-31	$642,696	7,748	+136.4%	Shares	Sole	2026-02-13
2025-09-30	$334,056	3,277	+60.8%	Shares	Sole	2025-10-29
2025-06-30	$209,037	2,038	-27.5%	Shares	Sole	2025-08-04
2024-09-30	$334,149	2,812	+6.0%	Shares	Sole	2024-10-24
2024-06-30	$237,851	2,654	-89.6%	Shares	Sole	2024-07-29
2021-09-30	$1,109,452	25,534	-17.8%	Shares	Sole	2021-10-19
2021-06-30	$1,315,009	31,073	-9.5%	Shares	Sole	2021-07-28
2021-03-31	$1,271,404	34,353	+11351.0%	Shares	Sole	2021-04-26
2020-12-31	$8,844	300	0.0%	Shares	Sole	2021-02-09
2020-09-30	$8,037	300	0.0%	Shares	Sole	2020-11-10
2020-06-30	$7,830	300	0.0%	Shares	Sole	2020-08-10
2020-03-31	$7,140	300	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.