Position in IRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$228,368
-$442,365 QoQ
Shares Held
1,808
-77.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#879
of 1,152 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $810,513 across 2 REIT - Specialty names. IRM ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
3,559 | $582,145 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
1,808 | $228,368 |
All Filings in IRM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,368 | 1,808 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $670,733 | 8,086 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,074,651 | 10,542 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,137,501 | 11,090 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $962,615 | 11,188 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,935,390 | 18,413 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,569,150 | 13,205 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,043,087 | 11,639 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||