Valued Retirements, Inc. IRM — IRON MTN INC DEL

Ownership history in Valued Retirements, Inc.  ·  7 quarters on record

AI Ownership Summary

Valued Retirements, Inc. reported IRON MTN INC DEL (IRM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.85% in 2024 Q3. The latest visible filing shows IRM at 0.52% 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.

What this IRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Valued Retirements, Inc.'s position in IRON MTN INC DEL, 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 Q1

IRM was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

IRM stock page Valued Retirements, Inc. fund profile Valued Retirements, Inc. full holdings
How Valued Retirements, 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 5,190 — 0% 0.52% $530K 2026-05-13 $126.12
2025 Q4 UNCHANGED — — — 5,190 — 0% 0.42% $431K 2026-02-09 $96.29
2025 Q3 UNCHANGED — — — 5,190 — 0% 0.60% $532K 2025-10-15 $103.82
2025 Q2 UNCHANGED — — — 5,190 — 0% 0.60% $532K 2025-08-13 $91.49
2025 Q1 UNCHANGED — — — 5,190 — 0% 0.59% $447K 2025-05-07 $94.01
2024 Q4 REDUCED — — — 5,190 -8 -0.2% 0.74% $546K 2025-02-10 $101.69
2024 Q3 INITIATED — — — 5,198 — — 0.85% $618K 2024-11-15 $109.28

🏢 Other funds also holding IRM

As of 2026 Q1 — sorted by position size

Waterfront Capital Partners, LLC 3Y 7Y 7.69% Contour Asset Management LLC 3Y 7Y 4.8% Vert Asset Management LLC 3Y 4.75% B&I Capital AG 3Y 4.05% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 3.88% Marble Harbor Investment Counsel, LLC 3Y 7Y 3.33% DigitalBridge Group, Inc. 3Y 3.25% COHEN & STEERS, INC. 3Y 7Y 2.87% AR ASSET MANAGEMENT INC 3Y 7Y 2.58% Werlinich Asset Management, LLC 2.58%

FAQ About Valued Retirements, 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 Valued Retirements, Inc. reported owning IRM?

Valued Retirements, Inc. reported IRM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IRM position in Valued Retirements, Inc.'s portfolio?

The largest reported portfolio weight for IRM was 0.85% in 2024 Q3.

What is the latest reported IRM position on this page?

The most recent filing on this page is 2026 Q1, when Valued Retirements, Inc. reported 5,190 shares, equal to 0.52% of portfolio, with an estimated market value of $530K.

What does the chart on this IRM ownership page compare?

The chart compares Valued Retirements, 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.

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