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Adelante Capital Management’s Iron Mountain IRM Stock Holding History

Adelante Capital Management’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.5M Buy
356,934
+17,707
+5% +$1.76M 2.49% 12
2025
Q4 		$28.1M Sell
339,227
-47,058
-12% -$4.4M 1.9% 19
2025
Q3 		$39.4M Sell
386,285
-16,920
-4% -$1.63M 2.63% 14
2025
Q2 		$41.4M Buy
403,205
+12,859
+3% +$1.21M 3.04% 13
2025
Q1 		$7.91M Sell
390,346
-55,551
-12% -$5.35M 0.6% 35
2024
Q4 		$46.9M Buy
445,897
+48,674
+12% +$5.72M 3.09% 11
2024
Q3 		$47.2M Buy
397,223
+381,596
+2,442% +$40.8M 3.05% 11
2024
Q2 		$1.4M Sell
15,627
-1,925
-11% -$156K 0.11% 34
2024
Q1 		$1.41M Buy
17,552
+3,508
+25% +$254K 0.09% 39
2023
Q4 		$983K Buy
14,044
+7,336
+109% +$460K 0.07% 38
2023
Q3 		$399K Sell
6,708
-2,917
-30% -$178K 0.03% 41
2023
Q2 		$547K Sell
9,625
-1,780
-16% -$97.4K 0.05% 41
2023
Q1 		$603K Buy
+11,405
New +$598K 0.05% 40

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Adelante Capital Management's IRM Position: Q1 2026 in Review

Adelante Capital Management increased its Iron Mountain (IRM) stake by 5.2% in Q1 2026, buying an estimated $1.76M and bringing the position to 356,934 shares worth $36.5M. The position accounts for 2.49% of the portfolio, ranked #12.

Adelante Capital Management first reported a position in IRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $47.2M in Q3 2024. 1,087 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Adelante Capital Management held 356,934 shares of Iron Mountain worth $36.5M as of Q1 2026.
  • Adelante Capital Management bought 17,707 Iron Mountain shares in Q1 2026, an estimated $1.76M.
  • Iron Mountain made up 2.49% of Adelante Capital Management's portfolio in Q1 2026, its #12 holding.
  • Adelante Capital Management first reported a position in Iron Mountain in Q1 2023 and has held it in 13 quarters since.
  • Adelante Capital Management's Iron Mountain position peaked at $47.2M in Q3 2024.
  • 1,087 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Adelante Capital Management's 13F filing for Q1 2026, filed 18 May 2026.