Position in IRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$213,715
New position
Shares Held
1,692
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#900
of 1,151 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, 2026Portside Wealth Group, LLC holds $1,877,548 across 2 REIT - Specialty names. IRM ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
10,172 | $1,663,833 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
1,692 | $213,715 |
All Filings in IRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,715 | 1,692 | Shares | Other | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||