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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
Q2 		$41.1M Sell
325,641
-31,293
-9% -$3.84M 2.7% 10
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Adelante Capital Management's IRM Position: Q2 2026 in Review

Adelante Capital Management reduced its Iron Mountain (IRM) stake by 8.8% in Q2 2026, selling an estimated $3.84M and leaving 325,641 shares worth $41.1M. The position accounts for 2.7% of the portfolio, ranked #10.

Adelante Capital Management first reported a position in IRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $47.2M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Adelante Capital Management held 325,641 shares of Iron Mountain worth $41.1M as of Q2 2026.
  • Adelante Capital Management sold 31,293 Iron Mountain shares in Q2 2026, an estimated $3.84M.
  • Iron Mountain made up 2.7% of Adelante Capital Management's portfolio in Q2 2026, its #10 holding.
  • Adelante Capital Management first reported a position in Iron Mountain in Q1 2023 and has held it in 14 quarters since.
  • Adelante Capital Management's Iron Mountain position peaked at $47.2M in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Adelante Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.