Position in IRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$511,429
+$98,070 QoQ
Shares Held
4,049
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#661
of 1,152 holders
Holding Since
Dec 2024
7 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, 2026Axis Wealth Partners, LLC holds $812,225 across 2 REIT - Specialty names. IRM ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
4,049 | $511,429 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
1,675 | $300,796 |
All Filings in IRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,429 | 4,049 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $413,359 | 4,047 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $334,371 | 4,031 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $411,633 | 4,038 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $412,844 | 4,025 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $345,880 | 4,020 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $422,226 | 4,017 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||