Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,883
+$2,465 QoQ
Shares Held
102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,065
of 1,151 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, 2026Benson Wealth Management INC holds $12,883 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
|
102 | $12,883 |
All Filings in IRM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,883 | 102 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,418 | 102 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,460 | 102 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||