Position in IRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$378,298
+$77,190 QoQ
Shares Held
2,995
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#738
of 1,152 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Crown Wealth Group, LLC holds $378,298 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
|
2,995 | $378,298 |
All Filings in IRM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,298 | 2,995 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $301,108 | 2,948 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $253,909 | 3,061 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $386,250 | 3,789 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $387,509 | 3,778 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $326,693 | 3,797 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $395,003 | 3,758 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $445,137 | 3,746 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $390,832 | 4,361 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $364,394 | 4,543 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $307,212 | 4,390 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $246,717 | 4,150 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $235,803 | 4,150 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $219,576 | 4,150 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $206,877 | 4,150 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $250,753 | 5,150 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $285,361 | 5,150 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||