Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,536
+$677 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,102
of 1,151 holders
Holding Since
Dec 2022
15 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, 2026Richard W. Paul & Associates, LLC holds $394,631 across 2 REIT - Specialty names. IRM ranks #2 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
2,391 | $391,095 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
28 | $3,536 |
All Filings in IRM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,536 | 28 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,859 | 28 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,147 | 50 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $274,422 | 2,692 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $276,939 | 2,700 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $296,149 | 3,442 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $364,626 | 3,469 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $490,173 | 4,125 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $388,054 | 4,330 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $354,127 | 4,415 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $323,587 | 4,624 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $286,191 | 4,814 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $283,642 | 4,992 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $265,553 | 5,019 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $244,761 | 4,910 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||