As of the latest SEC filings, IRON MOUNTAIN INC (IRM) is held by 727 institutional funds. The largest fund shareholder is VANGUARD REAL ESTATE INDEX FUND (VGSLX), holding an estimated $1,382,635,552.31 in market value, representing 1.98% of its portfolio.
Funds holding IRON MOUNTAIN INC (IRM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IRM
- CIK:
- 0001020569
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 1.98% | $1,382,635,552.31 | 10,974,169 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $912,980,841.36 | 8,938,524 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.05% | $767,972,989.78 | 7,518,827 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.31% | $619,946,594.78 | 6,069,577 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.05% | $407,509,294.20 | 3,761,740 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.05% | $388,556,800.26 | 3,804,159 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.05% | $351,180,403.64 | 3,438,226 | Mar 31, 2026 | May 28, 2026 |
|
CSRIX
Cohen & Steers Institutional Realty Shares
|
MF | Cohen & Steers | 3.85% | $315,763,256.50 | 3,091,475 | Mar 31, 2026 | May 29, 2026 |
|
CSJCX
Cohen & Steers Realty Shares
|
MF | Cohen & Steers | 3.86% | $281,979,736.52 | 2,760,718 | Mar 31, 2026 | May 29, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.12% | $265,552,458.18 | 2,599,887 | Mar 31, 2026 | May 28, 2026 |
|
XLRE
State Street(R) Real Estate Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 3.42% | $250,195,198.48 | 2,449,532 | Mar 31, 2026 | May 28, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 2.31% | $245,118,962.57 | 1,945,543 | Apr 30, 2026 | Jun 26, 2026 |
|
CREFX
Cohen & Steers Real Estate Securities Fund
|
MF | Cohen & Steers | 2.75% | $237,580,704.20 | 2,326,030 | Mar 31, 2026 | May 29, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.16% | $235,244,622.31 | 1,867,169 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 2.28% | $221,517,950.52 | 2,044,844 | Feb 28, 2026 | Apr 24, 2026 |
|
VMGIX
VANGUARD MID-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.75% | $218,339,162.44 | 2,137,646 | Mar 31, 2026 | May 28, 2026 |
|
PRETX
Real Estate Securities Fund
|
MF | Independent / Boutique | 3.03% | $204,190,229.14 | 1,620,686 | Apr 30, 2026 | Jun 25, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 2.93% | $203,380,617.40 | 1,614,260 | Apr 30, 2026 | Jun 24, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.22% | $197,581,171.71 | 1,568,229 | Apr 30, 2026 | Jun 29, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.05% | $170,334,996.68 | 1,667,662 | Mar 31, 2026 | May 28, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 1.87% | $142,680,147.28 | 1,132,472 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.27% | $136,919,002.55 | 1,086,745 | Apr 30, 2026 | Jun 26, 2026 |
|
USRT
iShares Core U.S. REIT ETF
|
ETF | BlackRock / iShares | 3.19% | $120,203,279.30 | 954,070 | Apr 30, 2026 | Jun 24, 2026 |
|
FVLKX
Fidelity Value Fund
|
MF | Fidelity | 1.18% | $114,739,093.00 | 910,700 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.24% | $114,616,911.70 | 1,122,155 | Mar 31, 2026 | May 28, 2026 |
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