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Uniplan Investment Counsel’s Iron Mountain IRM Stock Holding History

Uniplan Investment Counsel’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 		$12.4M Buy
+98,324
New +$12.1M 1.16% 19
2026
Q1 		– Sell
-30,327
Closed -$2.52M – 202
2025
Q4 		$2.52M Buy
+30,327
New +$2.84M 0.25% 105
2024
Q4 		– Sell
-44,702
Closed -$5.31M – 134
2024
Q3 		$5.31M Sell
44,702
-2,683
-6% -$287K 0.46% 55
2024
Q2 		$4.25M Sell
47,385
-845
-2% -$68.4K 0.39% 62
2024
Q1 		$3.87M Sell
48,230
-7,242
-13% -$524K 0.3% 70
2023
Q4 		$3.92M Sell
55,472
-173,836
-76% -$10.9M 0.29% 70
2023
Q3 		$13.5M Buy
229,308
+2,944
+1% +$180K 1.04% 27
2023
Q2 		$12.9M Buy
+226,364
New +$12.4M 0.93% 31
2018
Q1 		– Sell
-1,444,620
Closed -$54.5M – 122
2017
Q4 		$54.5M Sell
1,444,620
-32,347
-2% -$1.28M 2.22% 9
2017
Q3 		$57.5M Sell
1,476,967
-362,148
-20% -$13.5M 2.43% 8
2017
Q2 		$63.2M Buy
1,839,115
+60,221
+3% +$2.11M 2.78% 7
2017
Q1 		$63.5M Sell
1,778,894
-24,300
-1% -$860K 2.87% 7
2016
Q4 		$58.6M Sell
1,803,194
-29,697
-2% -$987K 2.66% 6
2016
Q3 		$68.8M Buy
1,832,891
+111,143
+6% +$4.29M 3.1% 5
2016
Q2 		$68.6M Buy
1,721,748
+11,027
+0.6% +$401K 3.1% 4
2016
Q1 		$49M Sell
1,710,721
-41,765
-2% -$1.2M 2.41% 10
2015
Q4 		$47.3M Sell
1,752,486
-79,099
-4% -$2.32M 2.3% 10
2015
Q3 		$56.8M Buy
1,831,585
+272,890
+18% +$8.14M 2.74% 3
2015
Q2 		$48.3M Buy
+1,558,695
New +$54.6M 2.2% 9

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

Uniplan Investment Counsel's IRM Position: Q2 2026 in Review

Uniplan Investment Counsel opened a new position in Iron Mountain (IRM) in Q2 2026: 98,324 shares worth $12.4M. The stake represents 1.16% of the portfolio and ranks #19 among its holdings. This is a return to the name: Uniplan Investment Counsel previously reported a position in IRM as recently as Q4 2025.

Uniplan Investment Counsel first reported a position in IRM in Q2 2015 and has held it in 19 quarters since. The position peaked at $68.8M in Q3 2016. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Uniplan Investment Counsel held 98,324 shares of Iron Mountain worth $12.4M as of Q2 2026.
  • Iron Mountain was a new Uniplan Investment Counsel position in Q2 2026.
  • Iron Mountain made up 1.16% of Uniplan Investment Counsel's portfolio in Q2 2026, its #19 holding.
  • Uniplan Investment Counsel first reported a position in Iron Mountain in Q2 2015 and has held it in 19 quarters since.
  • Uniplan Investment Counsel's Iron Mountain position peaked at $68.8M in Q3 2016.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Uniplan Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.