Position in IRM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$292,324
+$54,922 QoQ
Shares Held
2,862
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Charter Oak Capital Management, LLC holds $292,324 across 1 REIT - Specialty name. IRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
2,862 | $292,324 |
All Filings in IRM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $292,324 | 2,862 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $237,402 | 2,862 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $291,140 | 2,856 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $300,632 | 2,931 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $252,183 | 2,931 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $307,341 | 2,924 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $346,983 | 2,920 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $261,242 | 2,915 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $126,107 | 2,590 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $143,511 | 2,590 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $135,534 | 2,590 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $112,535 | 2,590 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $109,608 | 2,590 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $95,855 | 2,590 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $32,133 | 1,090 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||