Position in IRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$347,984
+$66,589 QoQ
Shares Held
2,755
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#764
of 1,151 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, 2026Palacios Wealth Management, LLC holds $347,984 across 1 REIT - Specialty name. IRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
2,755 | $347,984 |
All Filings in IRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,984 | 2,755 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $281,395 | 2,755 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $228,527 | 2,755 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $280,844 | 2,755 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $361,559 | 3,525 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $303,291 | 3,525 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $370,512 | 3,525 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||