Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$356,699
+$143,942 QoQ
Shares Held
2,824
+35.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#754
of 1,152 holders
Holding Since
Jun 2020
3 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, 2026Keebeck Wealth Management holds $792,719 across 2 REIT - Specialty names. IRM ranks #2 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
2,428 | $436,020 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
2,824 | $356,699 |
All Filings in IRM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,699 | 2,824 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $212,757 | 2,083 | Shares | Other | 2026-05-14 | |
| 2020-06-30 | $13,050 | 500 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||