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Gillson Capital’s Iron Mountain IRM Stock Holding History

Gillson 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 		$17.4M Buy
+137,932
New +$16.9M 1.03% 31
2025
Q4 		– Sell
-286,900
Closed -$29.2M – 90
2025
Q3 		$29.2M Sell
286,900
-82,237
-22% -$7.92M 2.54% 12
2025
Q2 		$37.9M Buy
+369,137
New +$34.8M 2.89% 7
2024
Q4 		– Sell
-143,400
Closed -$17M – 72
2024
Q3 		$17M Buy
143,400
+106,200
+285% +$11.4M 1.55% 26
2024
Q2 		$3.33M Sell
37,200
-81,299
-69% -$6.58M 0.32% 54
2024
Q1 		$9.51M Buy
+118,499
New +$8.58M 0.9% 40

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

Gillson Capital's IRM Position: Q2 2026 in Review

Gillson Capital opened a new position in Iron Mountain (IRM) in Q2 2026: 137,932 shares worth $17.4M. The stake represents 1.03% of the portfolio and ranks #31 among its holdings. This is a return to the name: Gillson Capital previously reported a position in IRM as recently as Q3 2025.

Gillson Capital first reported a position in IRM in Q1 2024 and has held it in 6 quarters since. The position peaked at $37.9M in Q2 2025. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Gillson Capital held 137,932 shares of Iron Mountain worth $17.4M as of Q2 2026.
  • Iron Mountain was a new Gillson Capital position in Q2 2026.
  • Iron Mountain made up 1.03% of Gillson Capital's portfolio in Q2 2026, its #31 holding.
  • Gillson Capital first reported a position in Iron Mountain in Q1 2024 and has held it in 6 quarters since.
  • Gillson Capital's Iron Mountain position peaked at $37.9M in Q2 2025.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.