Position in IRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$265,251
-$51,383 QoQ
Shares Held
2,100
-32.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#841
of 1,152 holders
Holding Since
Sep 2022
16 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, 2026Ameliora Wealth Management Ltd. holds $265,251 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
|
2,100 | $265,251 |
All Filings in IRM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,251 | 2,100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $316,634 | 3,100 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $360,832 | 4,350 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $443,439 | 4,350 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $446,179 | 4,350 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $288,234 | 3,350 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $10,511 | 100 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $11,883 | 100 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $8,962 | 100 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $8,021 | 100 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $6,998 | 100 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,945 | 100 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,682 | 100 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $84,656 | 1,600 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $378,860 | 7,600 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $532,037 | 12,100 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||