Position in IRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$259,187
New position
Shares Held
2,052
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#843
of 1,152 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $259,187 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
|
2,052 | $259,187 |
All Filings in IRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,187 | 2,052 | Shares | Other | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||