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Annis Gardner Whiting Capital Advisors, LLC

Position in IRM — Iron Mountain Inc

CIK 1998414 TAMPA, FL

Position in IRM

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$56,483
+$12,520 QoQ
Shares Held
553
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2023
11 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, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $433,469 across 2 REIT - Specialty names.

# Ticker Company Shares Value (USD) Open

All Filings in IRM

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $56,483 553
2025-12-31 $43,963 530
2025-09-30 $54,843 538
2025-06-30 $56,003 546
2025-03-31 $44,310 515
2024-12-31 $58,861 560
2024-09-30 $73,080 615
2024-06-30 $55,116 615
2024-03-31 $46,922 585
2023-12-31 $185,027 2,644
2023-09-30 $169,967 2,859