PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in IRM — Iron Mountain Inc
CIK 2145782
WALTHAM, MA
Position in IRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$569,279
+$161,128 QoQ
Shares Held
4,507
+12.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#630
of 1,152 holders
Holding Since
Dec 2025
3 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $646,433 across 3 REIT - Specialty names. IRM ranks #1 (88.1% of the industry book) .
All Filings in IRM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,279 | 4,507 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $408,151 | 3,996 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $335,947 | 4,050 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||