Position in IRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$692,052
+$93,001 QoQ
Shares Held
5,479
-6.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#588
of 1,151 holders
Holding Since
Dec 2021
19 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, 2026West Wealth Group, LLC holds $692,052 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
|
5,479 | $692,052 |
All Filings in IRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,052 | 5,479 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $599,051 | 5,865 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $485,257 | 5,850 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $565,868 | 5,551 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $564,135 | 5,500 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $473,220 | 5,500 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $525,550 | 5,000 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $594,150 | 5,000 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $448,100 | 5,000 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $401,050 | 5,000 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $349,900 | 5,000 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $297,250 | 5,000 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $284,100 | 5,000 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $264,550 | 5,000 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $249,250 | 5,000 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $219,850 | 5,000 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $243,450 | 5,000 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $277,050 | 5,000 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $261,650 | 5,000 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||