Position in IRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$217,126
+$11,004 QoQ
Shares Held
1,719
-15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#894
of 1,152 holders
Holding Since
Dec 2023
9 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, 2026CHANNEL WEALTH LLC holds $671,283 across 2 REIT - Specialty names. IRM ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
2,529 | $454,157 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
1,719 | $217,126 |
All Filings in IRM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,126 | 1,719 | Shares | Sole | 2026-08-04 | |
| 2025-09-30 | $206,122 | 2,022 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $268,835 | 2,621 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $225,338 | 2,619 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $270,027 | 2,569 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $334,862 | 2,818 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $259,898 | 2,900 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $240,630 | 3,000 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $209,940 | 3,000 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||