Position in IRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$229,126
-$151,110 QoQ
Shares Held
1,814
-51.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#876
of 1,152 holders
Holding Since
Mar 2024
8 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, 2026RMR Wealth Builders holds $1,610,801 across 2 REIT - Specialty names. IRM ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
8,447 | $1,381,675 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
1,814 | $229,126 |
All Filings in IRM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,126 | 1,814 | Shares | Sole | 2026-07-24 | |
| 2025-09-30 | $380,236 | 3,730 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $374,380 | 3,650 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $314,046 | 3,650 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $394,372 | 3,752 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $462,367 | 3,891 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $371,385 | 4,144 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $375,864 | 4,686 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||