Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Iron Mtn Inc Del (IRM)

1K + Investors. Track Smart Money conviction in IRM. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +80
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — IRM

Based on 1173 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IRM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,173 hedge funds hold IRM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+145 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

610 buying473 selling
Last quarter: 610 funds bought or added vs 473 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-28 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 81 → 124 → 189 → 161. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 18% medium 19% new
736 out of 1,173 hedge funds have held IRM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

130 → 81 → 124 → 189 → 161 new funds/Q
New funds entering each quarter: 81 → 124 → 189 → 161. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

67% veterans 12% 1-2yr 21% new
Entry-cohort mix of 1,202 holders: 801 (67%) are 2+ year veterans, 145 entered 1–2 years ago, and 256 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
66 of 1166 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in IRM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IRM

In 2026 Q2, 610 hedge funds were net buyers of IRM (161 opened a new position, 449 added to an existing one), while 473 reduced or exited (392 trimmed, 81 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in IRM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +80 funds (more new holders than closures). Total institutional holders: 1173.

Hedge Fund Ownership: IRM

How many hedge funds hold IRM — quarterly history vs. share price
Quarterly hedge fund ownership of IRM vs. share price

Market Analysis: IRM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IRM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 5 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: IRM
1K + Investors

Track Smart Money conviction in IRM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1158 1093 5.95%
13F Shares 259M 257M 0.73%
Total Value $30.35B $23.93B 26.83%
New Positions 158 189 -31
Increased Positions 437 397 +40
Closed Positions 86 96 -10
Reduced Positions 383 348 +35
Total Calls 20 17 17.65%
Total Puts 16 15 6.67%
PUT/CALL Ratio 0.8 0.88 Neutral

Statistics: IRM

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IRM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IRM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vert Asset Management LLC 5.34% 154,450 $19.5M
2 Contour Asset Management LLC 3.81% 1,274,684 $161.0M
3 Marble Harbor Investment Counsel, LLC 3.79% 295,533 $37.3M
4 B&I Capital AG 3.77% 13,535 $1.7M
5 Foresight Capital Management Advisors, INC. 3.66% 59,644 $7.5M
6 DigitalBridge Group, Inc. 3.46% 457,126 $57.7M
7 O'Neil Global Advisors, Inc. 3.20% 113,164 $14.3M
8 Heitman Real Estate Securities LLC 2.90% 357,721 $45.2M
9 Adelante Capital Management LLC 2.70% 325,641 $41.1M
10 Nia Impact Advisors, LLC 2.60% 49,661 $6.3M
11 Werlinich Asset Management, LLC 2.51% 51,982 $6.6M
12 Centersquare Investment Management LLC 2.51% 2,323,974 $293.5M
13 American Trust Investment Advisors, LLC 2.17% 34,838 $4.4M
14 Barometer Capital Management INC. 2.16% 61,400 $7.8M
15 Adell Harriman & Carpenter Inc 2.05% 316,465 $40.0M
16 Sargent Investment Group, LLC 2.00% 131,883 $16.7M
17 United Bank 2.00% 134,721 $17.0M
18 Cbre Investment Management Listed Real Assets LLC 1.89% 1,072,881 $135.5M
19 Buckland Partners Management Co LLC 1.87% 30,000 $3.8M
20 Duff & Phelps Investment Management Co 1.73% 1,455,435 $183.8M
21 Ranch Capital Advisors Inc. 1.71% 42,611 $5.4M
22 Hourglass Capital, LLC 1.63% 58,550 $7.4M
23 Sippican Capital Advisors 1.59% 20,602 $2.6M
24 LDR Capital Management LLC 1.53% 10,505 $1.3M
25 CoreFirst Bank & Trust 1.41% 22,399 $2.8M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Iron Mtn Inc Del (IRM)

What does the Smart Money Trend signal show for IRM?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IRM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IRM?

Slight buying edge — 56% buying: Last quarter: 610 funds bought or added vs 473 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IRM holders?

Elite ownership — 60% AUM from top-100 funds: 66 of 1166 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in IRM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IRM?

63% of holders stayed for 2+ years: 736 out of 1,173 hedge funds have held IRM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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