LCM
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LDR Capital Management’s Iron Mountain IRM Stock Holding History

LDR Capital 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 		$1.33M Sell
10,505
-1,839
-15% -$225K 1.53% 22
2026
Q1 		$1.26M Sell
12,344
-2,816
-19% -$280K 1.7% 22
2025
Q4 		$1.26M Buy
15,160
+4,087
+37% +$383K 1.74% 21
2025
Q3 		$1.13M Buy
+11,073
New +$1.07M 1.66% 19

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

LDR Capital Management's IRM Position: Q2 2026 in Review

LDR Capital Management reduced its Iron Mountain (IRM) stake by 15% in Q2 2026, selling an estimated $225K and leaving 10,505 shares worth $1.33M. The position accounts for 1.53% of the portfolio, ranked #22.

LDR Capital Management first reported a position in IRM in Q3 2025 and has held it in 4 quarters since. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • LDR Capital Management held 10,505 shares of Iron Mountain worth $1.33M as of Q2 2026.
  • LDR Capital Management sold 1,839 Iron Mountain shares in Q2 2026, an estimated $225K.
  • Iron Mountain made up 1.53% of LDR Capital Management's portfolio in Q2 2026, its #22 holding.
  • LDR Capital Management first reported a position in Iron Mountain in Q3 2025 and has held it in 4 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on LDR Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.