Badgley Phelps Wealth Managers, LLC

Position in IRM — Iron Mountain Inc

CIK 1895362 SEATTLE, WA

Position in IRM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$874,444

+$167,023 QoQ

Shares Held

6,923

-0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#551

of 1,152 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $9,812,643 across 5 REIT - Specialty names. IRM ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	5,414	$5,643,499
2	AMT	American Tower Corp /Ma/	16,975	$2,776,600
3	IRM	Iron Mountain Inc This page	6,923	$874,444
4	WY	Weyerhaeuser Co	11,890	$284,646
5	DLR	Digital Realty Trust, Inc.	1,300	$233,454

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$874,444	6,923	-0.0%	Shares	Sole	2026-07-31
2026-03-31	$707,421	6,926	-2.4%	Shares	Sole	2026-04-15
2025-12-31	$588,530	7,095	-2.1%	Shares	Sole	2026-01-28
2025-09-30	$738,555	7,245	0.0%	Shares	Sole	2025-11-04
2025-06-30	$743,119	7,245	-0.3%	Shares	Sole	2025-07-16
2025-03-31	$625,510	7,270	-1.7%	Shares	Sole	2025-04-30
2024-12-31	$777,078	7,393	-0.8%	Shares	Sole	2025-02-11
2024-09-30	$885,402	7,451	0.0%	Shares	Sole	2024-10-18
2024-06-30	$667,758	7,451	-15.4%	Shares	Sole	2024-08-14
2024-03-31	$706,168	8,804	-13.5%	Shares	Sole	2024-05-15
2023-12-31	$711,976	10,174	-8.5%	Shares	Sole	2024-02-14
2023-09-30	$660,846	11,116	+13.1%	Shares	Sole	2023-11-02
2023-06-30	$558,256	9,825	—	Shares	Sole	2023-08-15
No filing history on record for this holder in this stock.