CoreCap Advisors
IRM icon

CoreCap Advisors’s Iron Mountain IRM Stock Holding History

CoreCap 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
Q3 		$35.1K Sell
315
-9
-3% -$1.08K ﹤0.01% 1556
2026
Q2 		$41K Buy
324
+2
+0.6% +$245 ﹤0.01% 1490
2026
Q1 		$33K Buy
322
+2
+0.6% +$199 ﹤0.01% 1485
2025
Q4 		$26.6K Sell
320
-1,289
-80% -$121K ﹤0.01% 1572
2025
Q3 		$164K Buy
1,609
+21
+1% +$2.02K 0.01% 858
2025
Q2 		$163K Sell
1,588
-69
-4% -$6.5K 0.01% 812
2025
Q1 		$143K Sell
1,657
-25,997
-94% -$2.51M 0.01% 776
2024
Q4 		$2.91M Sell
27,654
-8,756
-24% -$1.03M 0.13% 150
2024
Q3 		$4.33M Buy
36,410
+8,317
+30% +$890K 0.2% 97
2024
Q2 		$2.52M Sell
28,093
-802
-3% -$64.9K 0.26% 80
2024
Q1 		$2.32M Sell
28,895
-2,096
-7% -$152K 0.12% 167
2023
Q4 		$2.17M Sell
30,991
-1,256
-4% -$78.8K 0.14% 142
2023
Q3 		$1.92M Sell
32,247
-2,143
-6% -$131K 0.14% 145
2023
Q2 		$1.95M Buy
+34,390
New +$1.88M 0.14% 141
2022
Q4 		$1.46M Buy
+29,346
New +$1.48M 0.1% 186
2022
Q3 		– Sell
-2,658
Closed -$129K – 1287
2022
Q2 		$129K Buy
+2,658
New +$140K 0.01% 613
2022
Q1 		– Sell
-1,175
Closed -$62K – 1288
2021
Q4 		$62K Buy
+1,175
New +$55.5K ﹤0.01% 929

Other funds holding IRM

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

CoreCap Advisors's IRM Position: Q3 2026 in Review

CoreCap Advisors reduced its Iron Mountain (IRM) stake by 2.8% in Q3 2026, selling an estimated $1.08K and leaving 315 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

CoreCap Advisors first reported a position in IRM in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.33M in Q3 2024. 287 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • CoreCap Advisors held 315 shares of Iron Mountain worth $35.1K as of Q3 2026.
  • CoreCap Advisors sold 9 Iron Mountain shares in Q3 2026, an estimated $1.08K.
  • Iron Mountain made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1556 holding.
  • CoreCap Advisors first reported a position in Iron Mountain in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Iron Mountain position peaked at $4.33M in Q3 2024.
  • 287 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.