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B&I Capital’s Iron Mountain IRM Stock Holding History

B&I Capital’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 		$11.9M Buy
116,467
+1,747
+2% +$174K 4.05% 8
2025
Q4 		$9.52M Buy
114,720
+11,750
+11% +$1.1M 3.38% 11
2025
Q3 		$10.5M Buy
102,970
+24,315
+31% +$2.34M 3.63% 7
2025
Q2 		$8.07M Buy
78,655
+1,995
+3% +$188K 2.74% 11
2025
Q1 		$6.6M Buy
+76,660
New +$7.39M 2.14% 20

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

B&I Capital's IRM Position: Q1 2026 in Review

B&I Capital increased its Iron Mountain (IRM) stake by 1.5% in Q1 2026, buying an estimated $174K and bringing the position to 116,467 shares worth $11.9M. The position accounts for 4.05% of the portfolio, ranked #8.

B&I Capital first reported a position in IRM in Q1 2025 and has held it in 5 quarters since. 1,084 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • B&I Capital held 116,467 shares of Iron Mountain worth $11.9M as of Q1 2026.
  • B&I Capital bought 1,747 Iron Mountain shares in Q1 2026, an estimated $174K.
  • Iron Mountain made up 4.05% of B&I Capital's portfolio in Q1 2026, its #8 holding.
  • B&I Capital first reported a position in Iron Mountain in Q1 2025 and has held it in 5 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on B&I Capital's 13F filing for Q1 2026, filed 6 May 2026.