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Duff & Phelps Investment Management’s Iron Mountain IRM Stock Holding History

Duff & Phelps Investment Management’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 		$184M Sell
1,455,435
-119,902
-8% -$14.7M 1.73% 11
2026
Q1 		$161M Sell
1,575,337
-5,115
-0.3% -$509K 1.67% 12
2025
Q4 		$131M Sell
1,580,452
-61,622
-4% -$5.77M 1.49% 15
2025
Q3 		$167M Buy
1,642,074
+169,495
+12% +$16.3M 1.9% 11
2025
Q2 		$151M Buy
1,472,579
+141,418
+11% +$13.3M 1.78% 11
2025
Q1 		$115M Buy
1,331,161
+84,850
+7% +$8.18M 1.34% 28
2024
Q4 		$131M Buy
1,246,311
+5,705
+0.5% +$670K 1.57% 17
2024
Q3 		$147M Sell
1,240,606
-57,724
-4% -$6.17M 1.69% 12
2024
Q2 		$116M Buy
1,298,330
+402,625
+45% +$32.6M 1.48% 16
2024
Q1 		$71.8M Buy
895,705
+839,635
+1,497% +$60.8M 0.86% 45
2023
Q4 		$3.92M Buy
56,070
+12,280
+28% +$770K 0.05% 141
2023
Q3 		$2.6M Buy
+43,790
New +$2.68M 0.03% 151

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

Duff & Phelps Investment Management's IRM Position: Q2 2026 in Review

Duff & Phelps Investment Management reduced its Iron Mountain (IRM) stake by 7.6% in Q2 2026, selling an estimated $14.7M and leaving 1,455,435 shares worth $184M. The position accounts for 1.73% of the portfolio, ranked #11.

Duff & Phelps Investment Management first reported a position in IRM in Q3 2023 and has held it in 12 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Duff & Phelps Investment Management held 1,455,435 shares of Iron Mountain worth $184M as of Q2 2026.
  • Duff & Phelps Investment Management sold 119,902 Iron Mountain shares in Q2 2026, an estimated $14.7M.
  • Iron Mountain made up 1.73% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #11 holding.
  • Duff & Phelps Investment Management first reported a position in Iron Mountain in Q3 2023 and has held it in 12 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.