Uniplan Investment Counsel, Inc. IRM IRON MOUNTAIN INC

Ownership history in Uniplan Investment Counsel, Inc.  ·  15 quarters on record

AI Ownership Summary

Uniplan Investment Counsel, Inc. reported IRON MOUNTAIN INC (IRM) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.16% in 2026 Q2. The latest visible filing shows IRM at 1.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Uniplan Investment Counsel, Inc.'s position in IRON MOUNTAIN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IRM was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.16% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Uniplan Investment Counsel, Inc. held IRM — position size vs. price
% of Fund (quarterly)    IRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 23,874 +18,706 +362.0% 1.16% $12.4M 2026-08-13 $126.62
2025 Q4 REDUCED 88.4% +24.1% 5,168 -39,534 -88.4% 0.12% $429K 2026-02-17 $107.18
2024 Q3 REDUCED 5.7% -12.2% 44,702 -2,683 -5.7% 0.46% $5.3M 2024-11-14 $106.88
2024 Q2 REDUCED 47,385 -845 -1.8% 0.39% $4.2M 2024-08-14 $102.06
2024 Q1 REDUCED 13.1% +12.7% 48,230 -7,242 -13.1% 0.30% $3.9M 2024-05-15 $76.75
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Uniplan Investment Counsel, Inc. and IRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Uniplan Investment Counsel, Inc. reported owning IRM?

Uniplan Investment Counsel, Inc. reported IRM across 5 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IRM position in Uniplan Investment Counsel, Inc.'s portfolio?

The largest reported portfolio weight for IRM was 1.16% in 2026 Q2.

What is the latest reported IRM position on this page?

The most recent filing on this page is 2026 Q2, when Uniplan Investment Counsel, Inc. reported 23,874 shares, equal to 1.16% of portfolio, with an estimated market value of $12.4M.

What does the chart on this IRM ownership page compare?

The chart compares Uniplan Investment Counsel, Inc.'s quarterly IRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Uniplan Investment Counsel, Inc. time their IRM position?

Based on 13F filing dates vs. subsequent IRM price moves, Uniplan Investment Counsel, Inc. correctly timed 4 out of 14 reported position changes (29%). The annualised alpha on IRM relative to SPY over the holding period was +221.4%.

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