Position in IRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$625,613
+$120,940 QoQ
Shares Held
4,953
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#616
of 1,151 holders
Holding Since
Dec 2021
19 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, 2026Performance Wealth Partners, LLC holds $625,613 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
|
4,953 | $625,613 |
All Filings in IRM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,613 | 4,953 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $504,673 | 4,941 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $409,690 | 4,939 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $503,481 | 4,939 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $513,567 | 5,007 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $430,802 | 5,007 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $526,285 | 5,007 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $594,981 | 5,007 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $448,727 | 5,007 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $392,146 | 4,889 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $342,132 | 4,889 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $290,651 | 4,889 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $277,792 | 4,889 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $258,676 | 4,889 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $243,716 | 4,889 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $214,969 | 4,889 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $238,045 | 4,889 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $270,899 | 4,889 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $255,841 | 4,889 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||