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Capital Square’s Iron Mountain IRM Stock Holding History

Capital Square’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 		– Sell
-3,868
Closed -$321K – 239
2025
Q4 		$321K Buy
3,868
+204
+6% +$19.1K 0.16% 136
2025
Q3 		$374K Buy
3,664
+237
+7% +$22.8K 0.19% 116
2025
Q2 		$336K Buy
3,427
+905
+36% +$85.3K 0.18% 128
2025
Q1 		$217K Buy
+2,522
New +$243K 0.13% 166
2021
Q2 		– Sell
-80,134
Closed -$3.02M – 153
2021
Q1 		$3.02M Sell
80,134
-7,656
-9% -$256K 2.24% 9
2020
Q4 		$2.59M Buy
87,790
+9,427
+12% +$262K 2.17% 10
2020
Q3 		$2.1M Buy
78,363
+3,665
+5% +$104K 2.18% 10
2020
Q2 		$1.95M Buy
74,698
+1,385
+2% +$35K 2.08% 10
2020
Q1 		$1.75M Buy
73,313
+8,648
+13% +$262K 2.03% 10
2019
Q4 		$2.06M Buy
+64,665
New +$2.12M 1.96% 14

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

Capital Square's IRM Position: Q1 2026 in Review

Capital Square sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 3,868 shares — an estimated $321K sold.

Capital Square first reported a position in IRM in Q4 2019 and held it in 10 quarters. The position peaked at $3.02M in Q1 2021. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Capital Square reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Capital Square sold 3,868 Iron Mountain shares in Q1 2026, an estimated $321K.
  • Capital Square first reported a position in Iron Mountain in Q4 2019 and held it in 10 quarters.
  • Capital Square's Iron Mountain position peaked at $3.02M in Q1 2021.
  • 1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.