CRI
IRM icon

Colonial River Investments’s Iron Mountain IRM Stock Holding History

Colonial River Investments’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 		$858K Sell
6,792
-1,195
-15% -$147K 0.24% 83
2026
Q1 		$816K Sell
7,987
-99
-1% -$9.85K 0.29% 74
2025
Q4 		$671K Sell
8,086
-463
-5% -$43.3K 0.24% 87
2025
Q3 		$871K Sell
8,549
-148
-2% -$14.3K 0.32% 72
2025
Q2 		$861K Sell
8,697
-98
-1% -$9.24K 0.37% 62
2025
Q1 		$757K Sell
8,795
-5,223
-37% -$503K 0.42% 51
2024
Q4 		$1.47M Buy
14,018
+4,997
+55% +$587K 0.71% 42
2024
Q3 		$1.07M Sell
9,021
-225
-2% -$24.1K 0.53% 48
2024
Q2 		$829K Hold
9,246
– – 0.45% 65
2024
Q1 		$742K Sell
9,246
-110
-1% -$7.96K 0.42% 67
2023
Q4 		$655K Sell
9,356
-125
-1% -$7.84K 0.39% 79
2023
Q3 		$564K Sell
9,481
-25
-0.3% -$1.53K 0.37% 82
2023
Q2 		$540K Sell
9,506
-578
-6% -$31.6K 0.36% 83
2023
Q1 		$534K Buy
10,084
+245
+2% +$12.8K 0.31% 89
2022
Q4 		$490K Buy
9,839
+313
+3% +$15.8K 0.31% 85
2022
Q3 		$419K Sell
9,526
-534
-5% -$27K 0.29% 90
2022
Q2 		$490K Sell
10,060
-421
-4% -$22.2K 0.32% 89
2022
Q1 		$581K Sell
10,481
-453
-4% -$21.6K 0.34% 91
2021
Q4 		$572K Buy
+10,934
New +$517K 0.31% 94

Other funds holding IRM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Colonial River Investments's IRM Position: Q2 2026 in Review

Colonial River Investments reduced its Iron Mountain (IRM) stake by 15% in Q2 2026, selling an estimated $147K and leaving 6,792 shares worth $858K. The position accounts for 0.24% of the portfolio, ranked #83.

Colonial River Investments first reported a position in IRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.47M in Q4 2024. 601 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Colonial River Investments held 6,792 shares of Iron Mountain worth $858K as of Q2 2026.
  • Colonial River Investments sold 1,195 Iron Mountain shares in Q2 2026, an estimated $147K.
  • Iron Mountain made up 0.24% of Colonial River Investments's portfolio in Q2 2026, its #83 holding.
  • Colonial River Investments first reported a position in Iron Mountain in Q4 2021 and has held it in 19 quarters since.
  • Colonial River Investments's Iron Mountain position peaked at $1.47M in Q4 2024.
  • 601 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.