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ALPS Advisors’s Iron Mountain IRM Stock Holding History

ALPS Advisors’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 		$2.2M Buy
+17,427
New +$2.14M 0.01% 489
2023
Q3 		– Sell
-19,258
Closed -$1.09M – 1057
2023
Q2 		$1.09M Sell
19,258
-4,025
-17% -$220K 0.01% 471
2023
Q1 		$1.23M Buy
23,283
+527
+2% +$27.6K 0.01% 406
2022
Q4 		$1.13M Sell
22,756
-14,427
-39% -$728K 0.01% 430
2022
Q3 		$1.64M Sell
37,183
-37
-0.1% -$1.87K 0.02% 349
2022
Q2 		$1.81M Sell
37,220
-2,741
-7% -$144K 0.02% 337
2022
Q1 		$2.21M Buy
39,961
+9,137
+30% +$435K 0.02% 193
2021
Q4 		$1.61M Sell
30,824
-2,594
-8% -$123K 0.02% 310
2021
Q3 		$1.45M Hold
33,418
– – 0.01% 352
2021
Q2 		$1.41M Sell
33,418
-1,734
-5% -$72.7K 0.01% 367
2021
Q1 		$1.3M Sell
35,152
-5,202
-13% -$174K 0.01% 370
2020
Q4 		$1.19M Buy
40,354
+21,198
+111% +$588K 0.01% 371
2020
Q3 		$513K Sell
19,156
-1,498
-7% -$42.6K 0.01% 432
2020
Q2 		$539K Buy
20,654
+3,171
+18% +$80.1K 0.01% 442
2020
Q1 		$416K Sell
17,483
-2,356
-12% -$71.3K 0.01% 458
2019
Q4 		$632K Sell
19,839
-785
-4% -$25.7K ﹤0.01% 478
2019
Q3 		$668K Sell
20,624
-1,111
-5% -$34.9K 0.01% 420
2019
Q2 		$680K Sell
21,735
-974
-4% -$31.9K 0.01% 466
2019
Q1 		$805K Sell
22,709
-1,551
-6% -$54.8K 0.01% 379
2018
Q4 		$786K Sell
24,260
-155
-0.6% -$5.08K 0.01% 357
2018
Q3 		$843K Buy
+24,415
New +$870K 0.01% 443
2018
Q2 		– Sell
-13,746
Closed -$452K – 948
2018
Q1 		$452K Buy
+13,746
New +$463K ﹤0.01% 706
2014
Q4 		– Sell
-485,334
Closed -$15.8M – 598
2014
Q3 		$15.8M Sell
485,334
-23,021
-5% -$746K 0.12% 82
2014
Q2 		$16.7M Buy
508,355
+71,475
+16% +$1.94M 0.14% 38
2014
Q1 		$11.1M Buy
436,880
+72,626
+20% +$1.86M 0.11% 92
2013
Q4 		$8.89M Buy
+364,254
New +$9.33M 0.09% 96

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 $3.37T AUM 44.26% 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

ALPS Advisors's IRM Position: Q2 2026 in Review

ALPS Advisors opened a new position in Iron Mountain (IRM) in Q2 2026: 17,427 shares worth $2.2M. The stake represents 0.01% of the portfolio and ranks #489 among its holdings. This is a return to the name: ALPS Advisors previously reported a position in IRM as recently as Q2 2023.

ALPS Advisors first reported a position in IRM in Q4 2013 and has held it in 26 quarters since. The position peaked at $16.7M in Q2 2014. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • ALPS Advisors held 17,427 shares of Iron Mountain worth $2.2M as of Q2 2026.
  • Iron Mountain was a new ALPS Advisors position in Q2 2026.
  • Iron Mountain made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #489 holding.
  • ALPS Advisors first reported a position in Iron Mountain in Q4 2013 and has held it in 26 quarters since.
  • ALPS Advisors's Iron Mountain position peaked at $16.7M in Q2 2014.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.