Wealth Enhancement Trust Services, Inc.
Position in IRM — Iron Mountain Inc
CIK 2067696
SIOUX FALLS, SD
Position in IRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$184,538
+$51,042 QoQ
Shares Held
1,461
+11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#922
of 1,152 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $1,384,796 across 8 REIT - Specialty names. IRM ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
5,497 | $899,143 | |
| 2 | IRM |
Iron Mountain Inc
This page
|
1,461 | $184,538 | |
| 3 | CCI |
Crown Castle Inc.
|
2,389 | $180,918 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
450 | $80,811 | |
| 5 | EQIX |
Equinix Inc
|
22 | $22,932 | |
| 6 | WY |
Weyerhaeuser Co
|
404 | $9,671 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
22 | $3,431 | |
| 8 | SBAC |
Sba Communications Corp
|
19 | $3,352 |
All Filings in IRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,538 | 1,461 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $133,496 | 1,307 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $107,171 | 1,292 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||