Position in IRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$696,220
+$383,979 QoQ
Shares Held
5,512
+80.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#586
of 1,152 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026WealthCare Asset Management, LLC holds $3,152,592 across 2 REIT - Specialty names. IRM ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
15,748 | $2,456,372 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
5,512 | $696,220 |
All Filings in IRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,220 | 5,512 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $312,241 | 3,057 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $251,089 | 3,027 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||