Vert Asset Management
IRM icon

Vert Asset Management’s Iron Mountain IRM Stock Holding History

Vert Asset 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
Q3 		$16.7M Sell
150,287
-4,163
-3% -$499K 4.93% 9
2026
Q2 		$19.5M Buy
154,450
+8,044
+5% +$986K 5.34% 8
2026
Q1 		$15M Buy
146,406
+5,472
+4% +$544K 4.75% 8
2025
Q4 		$11.7M Buy
140,934
+6,353
+5% +$595K 3.89% 10
2025
Q3 		$13.7M Buy
134,581
+5,099
+4% +$491K 4.61% 8
2025
Q2 		$13.3M Sell
129,482
-6,564
-5% -$619K 4.84% 8
2025
Q1 		$11.7M Buy
136,046
+6,780
+5% +$653K 4.02% 10
2024
Q4 		$13.6M Buy
129,266
+9,329
+8% +$1.1M 4.65% 9
2024
Q3 		$14.3M Buy
119,937
+2,273
+2% +$243K 4.91% 8
2024
Q2 		$10.5M Sell
117,664
-4,239
-3% -$343K 4.2% 9
2024
Q1 		$9.8M Buy
121,903
+3,608
+3% +$261K 4.11% 9
2023
Q4 		$8.28M Sell
118,295
-417
-0.4% -$26.2K 3.57% 11
2023
Q3 		$7.06M Buy
118,712
+6,215
+6% +$380K 3.58% 10
2023
Q2 		$6.39M Buy
112,497
+4,490
+4% +$246K 3.27% 12
2023
Q1 		$5.71M Buy
108,007
+42,338
+64% +$2.22M 3.37% 11
2022
Q4 		$3.27M Buy
65,669
+2,565
+4% +$129K 2.91% 13
2022
Q3 		$2.78M Buy
63,104
+8,140
+15% +$411K 2.63% 15
2022
Q2 		$2.68M Buy
54,964
+2,552
+5% +$134K 2.48% 15
2022
Q1 		$2.9M Buy
52,412
+4,146
+9% +$197K 2.34% 17
2021
Q4 		$2.53M Buy
+48,266
New +$2.28M 2.08% 18

Other funds holding IRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Vert Asset Management's IRM Position: Q3 2026 in Review

Vert Asset Management reduced its Iron Mountain (IRM) stake by 2.7% in Q3 2026, selling an estimated $499K and leaving 150,287 shares worth $16.7M. The position accounts for 4.93% of the portfolio, ranked #9.

Vert Asset Management first reported a position in IRM in Q4 2021 and has held it in 20 quarters since. The position peaked at $19.5M in Q2 2026. 732 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Vert Asset Management held 150,287 shares of Iron Mountain worth $16.7M as of Q3 2026.
  • Vert Asset Management sold 4,163 Iron Mountain shares in Q3 2026, an estimated $499K.
  • Iron Mountain made up 4.93% of Vert Asset Management's portfolio in Q3 2026, its #9 holding.
  • Vert Asset Management first reported a position in Iron Mountain in Q4 2021 and has held it in 20 quarters since.
  • Vert Asset Management's Iron Mountain position peaked at $19.5M in Q2 2026.
  • 732 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Vert Asset Management's 13F filing for Q3 2026, filed 28 Oct 2026.