Position in IRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,451
+$3,824 QoQ
Shares Held
154
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,046
of 1,152 holders
Holding Since
Sep 2022
7 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, 2026Atlantic Private Wealth, LLC holds $19,989 across 2 REIT - Specialty names. IRM ranks #1 (97.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
154 | $19,451 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
3 | $538 |
All Filings in IRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,451 | 154 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,627 | 153 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,525 | 151 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,291 | 150 | Shares | Sole | 2025-11-03 | |
| 2023-03-31 | $574,179 | 10,852 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $540,972 | 10,852 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $477,162 | 10,852 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||