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Naples Global Advisors’s Iron Mountain IRM Stock Holding History

Naples Global 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
Q2 		$204K Buy
+1,611
New +$198K 0.01% 458
2025
Q1 		– Sell
-2,250
Closed -$238K – 404
2024
Q4 		$238K Sell
2,250
-200
-8% -$23.5K 0.02% 372
2024
Q3 		$293K Sell
2,450
-250
-9% -$26.7K 0.03% 350
2024
Q2 		$244K Sell
2,700
-50
-2% -$4.05K 0.02% 364
2024
Q1 		$222K Buy
+2,750
New +$199K 0.02% 378

Other funds holding IRM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Naples Global Advisors's IRM Position: Q2 2026 in Review

Naples Global Advisors opened a new position in Iron Mountain (IRM) in Q2 2026: 1,611 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: Naples Global Advisors previously reported a position in IRM as recently as Q4 2024.

Naples Global Advisors first reported a position in IRM in Q1 2024 and has held it in 5 quarters since. The position peaked at $293K in Q3 2024. 295 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Naples Global Advisors held 1,611 shares of Iron Mountain worth $204K as of Q2 2026.
  • Iron Mountain was a new Naples Global Advisors position in Q2 2026.
  • Iron Mountain made up 0.01% of Naples Global Advisors's portfolio in Q2 2026, its #458 holding.
  • Naples Global Advisors first reported a position in Iron Mountain in Q1 2024 and has held it in 5 quarters since.
  • Naples Global Advisors's Iron Mountain position peaked at $293K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.