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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
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 		$9.78M 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 		$2.77M 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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Vert Asset Management's IRM Position: Q2 2026 in Review

Vert Asset Management increased its Iron Mountain (IRM) stake by 5.5% in Q2 2026, buying an estimated $986K and bringing the position to 154,450 shares worth $19.5M. The position accounts for 5.34% of the portfolio, ranked #8.

Vert Asset Management first reported a position in IRM in Q4 2021 and has held it in 19 quarters since. 451 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Vert Asset Management held 154,450 shares of Iron Mountain worth $19.5M as of Q2 2026.
  • Vert Asset Management bought 8,044 Iron Mountain shares in Q2 2026, an estimated $986K.
  • Iron Mountain made up 5.34% of Vert Asset Management's portfolio in Q2 2026, its #8 holding.
  • Vert Asset Management first reported a position in Iron Mountain in Q4 2021 and has held it in 19 quarters since.
  • 451 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.