HighTower Advisors
IRM icon

HighTower Advisors’s Iron Mountain IRM Stock Holding History

HighTower 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
2025
Q1 		– Sell
-23,800
Closed -$262K – 3898
2024
Q4 		$262K Buy
+23,800
New +$2.8M ﹤0.01% 2996
2024
Q1 		– Sell
-1,000
Closed -$50 – 3823
2023
Q4 		$50 Buy
+1,000
New +$62.7K ﹤0.01% 3620

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

HighTower Advisors's IRM Position: Q1 2026 in Review

HighTower Advisors increased its Iron Mountain (IRM) stake by 0.28% in Q1 2026, buying an estimated $29.7K and bringing the position to 105,660 shares worth $10.8M. The position accounts for 0.01% of the portfolio, ranked #849.

HighTower Advisors first reported a position in IRM in Q2 2013 and has held it in 51 quarters since. The position peaked at $15.6M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • HighTower Advisors held 105,660 shares of Iron Mountain worth $10.8M as of Q1 2026.
  • HighTower Advisors bought 299 Iron Mountain shares in Q1 2026, an estimated $29.7K.
  • Iron Mountain made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #849 holding.
  • HighTower Advisors first reported a position in Iron Mountain in Q2 2013 and has held it in 51 quarters since.
  • HighTower Advisors's Iron Mountain position peaked at $15.6M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.