One Charles Private Wealth Services, LLC

Position in IRM — Iron Mountain Inc

CIK 1800938 HINGHAM, MA

Position in IRM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,836,294

+$306,748 QoQ

Shares Held

14,538

-2.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#408

of 1,151 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

One Charles Private Wealth Services, LLC holds $2,159,344 across 2 REIT - Specialty names. IRM ranks #1 (85.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IRM	Iron Mountain Inc This page	14,538	$1,836,294
2	AMT	American Tower Corp /Ma/	1,975	$323,050

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,836,294	14,538	-2.9%	Shares	Sole	2026-07-15
2026-03-31	$1,529,546	14,975	-1.3%	Shares	Sole	2026-05-07
2025-12-31	$1,258,683	15,174	-1.2%	Shares	Sole	2026-02-06
2025-09-30	$1,566,410	15,366	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$1,574,244	15,348	+24.7%	Shares	Sole	2025-08-12
2025-03-31	$1,058,980	12,308	+4.7%	Shares	Sole	2025-05-08
2024-12-31	$1,236,093	11,760	+1.0%	Shares	Sole	2025-02-11
2024-09-30	$1,383,300	11,641	+1.9%	Shares	Sole	2024-11-12
2024-06-30	$1,023,370	11,419	+1.7%	Shares	Sole	2024-08-14
2024-03-31	$900,918	11,232	-2.1%	Shares	Sole	2024-05-14
2023-12-31	$802,950	11,474	+7.1%	Shares	Sole	2024-02-13
2023-09-30	$636,709	10,710	0.0%	Shares	Sole	2023-11-13
2023-06-30	$608,542	10,710	+7.1%	Shares	Sole	2023-08-08
2023-03-31	$529,205	10,002	+25.3%	Shares	Sole	2023-05-04
2022-12-31	$397,952	7,983	+31.2%	Shares	Sole	2023-02-06
2022-09-30	$267,557	6,085	-5.1%	Shares	Sole	2022-11-09
2022-06-30	$312,248	6,413	+0.0%	Shares	Sole	2022-08-08
2022-03-31	$355,178	6,410	—	Shares	Sole	2022-05-02
No filing history on record for this holder in this stock.