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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
Q2 		$1.71M Sell
13,535
-102,932
-88% -$12.6M 3.77% 9
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 $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

B&I Capital's IRM Position: Q2 2026 in Review

B&I Capital reduced its Iron Mountain (IRM) stake by 88% in Q2 2026, selling an estimated $12.6M and leaving 13,535 shares worth $1.71M. The position accounts for 3.77% of the portfolio, ranked #9.

B&I Capital first reported a position in IRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.9M in Q1 2026. 1,172 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • B&I Capital held 13,535 shares of Iron Mountain worth $1.71M as of Q2 2026.
  • B&I Capital sold 102,932 Iron Mountain shares in Q2 2026, an estimated $12.6M.
  • Iron Mountain made up 3.77% of B&I Capital's portfolio in Q2 2026, its #9 holding.
  • B&I Capital first reported a position in Iron Mountain in Q1 2025 and has held it in 6 quarters since.
  • B&I Capital's Iron Mountain position peaked at $11.9M in Q1 2026.
  • 1,172 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on B&I Capital's 13F filing for Q2 2026, filed 11 Aug 2026.