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Funds Holding Iron Mountain Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Iron Mountain Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of IRM →
Funds holding
200
as of 2026-07-31
Reported value
$4.3B
summed across funds
Fund families
100
named trusts
Largest conviction
6.82%
3 above 5% of a fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
PGIM Real Estate Income FundPrudential Investment Portfolios 934K sh$4.2M6.82%
COMMONWEALTH REAL ESTATE SECURITIES FUNDCommonwealth International Series Trust7.2K sh$880.7K5.64%
TCW Global Real Estate FundTCW FUNDS INC14.4K sh$1.8M5.58%
Pacer Data & Infrastructure Real Estate ETFPacer Funds Trust142.3K sh$17.4M4.70%
YieldMax(R) Target 12(TM) Real Estate Option Income ETFTidal Trust II2.9K sh$354.5K4.06%
abrdn Real Estate Fundabrdn Funds12.8K sh$1.6M3.88%
iShares Select U.S. REIT ETFiShares Trust616.5K sh$75.4M3.59%
Invesco S&P 500 Equal Weight Real Estate ETFInvesco Exchange-Traded Fund Trust26.3K sh$3.2M3.21%
NYLIM CBRE Real Estate FundNYLIM FUNDS TRUST57.6K sh$7M3.17%
Franklin Real Estate Securities FundFranklin Real Estate Securities Trust59.6K sh$7.3M2.99%
iShares Core U.S. REIT ETFiShares Trust1.1M sh$135.6M2.91%
PGIM Select Real Estate FundPrudential Investment Portfolios 961.5K sh$7.5M2.88%
Reaves Infrastructure FundADVISORS' INNER CIRCLE FUND II8.7K sh$1.1M2.87%
Real Estate FundAmerican Century Capital Portfolios, Inc.122.8K sh$15M2.85%
NEUBERGER REAL ESTATE SECURITIES INCOME FUND INCNEUBERGER REAL ESTATE SECURITIES INCOME FUND INC48.5K sh$5.9M2.84%
DFA REAL ESTATE SECURITIES PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1.6M sh$197.5M2.78%
Dimensional US Real Estate ETFDimensional ETF Trust397K sh$48.6M2.73%
REAL ESTATE ULTRASECTOR PROFUNDProFunds745 sh$91.1K2.71%
abrdn Global Premier Properties Fundabrdn Global Premier Properties Fund80.4K sh$9.8M2.63%
Direxion Daily Real Estate Bull 3X SharesDirexion Shares ETF Trust9.5K sh$1.2M2.59%
PGIM Global Real Estate FundPrudential Investment Portfolios 12233.8K sh$28.6M2.55%
Global Real Estate FundAmerican Century Capital Portfolios, Inc.167.5K sh$20.5M2.51%
Real Estate Securities FundPrincipal Funds, Inc1.4M sh$170.9M2.43%
Invesco Dorsey Wright Industrials Momentum ETFInvesco Exchange-Traded Fund Trust84.1K sh$10.3M2.42%
Virtus Duff & Phelps Real Estate Income ETFVirtus ETF Trust II775 sh$94.8K2.38%
iShares FTSE NAREIT All Equity REIT Index FundBlackRock Funds374.7K sh$45.8M2.31%
Fidelity SAI Real Estate Index FundFidelity Salem Street Trust39.7K sh$4.9M2.29%
Fidelity MSCI Real Estate Index ETFFIDELITY COVINGTON TRUST279.2K sh$34.2M2.29%
Fidelity Real Estate Index FundFidelity Salem Street Trust605.8K sh$74.1M2.28%
Knights of Columbus Real Estate FundADVISORS' INNER CIRCLE III31.6K sh$3.9M2.25%
Nuveen ESG Mid-Cap Growth ETFNuShares ETF Trust63.5K sh$7.8M2.22%
VANGUARD REAL ESTATE II INDEX FUNDVANGUARD FIXED INCOME SECURITIES FUNDS2M sh$242.9M2.22%
TCW Relative Value Mid Cap FundTCW FUNDS INC29.7K sh$3.6M2.20%
Invesco Active U.S. Real Estate ETFInvesco Actively Managed Exchange-Traded Fund Trust10.7K sh$1.3M2.17%
Fidelity Real Estate Investment ETFFidelity Covington Trust2.8K sh$342.6K2.07%
Fidelity Real Estate Investment PortfolioFidelity Select Portfolios573.1K sh$70.1M2.05%
Fidelity SAI Real Estate FundFidelity Summer Street Trust536.8K sh$65.7M2.05%
iShares Global REIT ETFiShares Trust809.8K sh$99.1M1.93%
VANGUARD REAL ESTATE INDEX FUNDVANGUARD SPECIALIZED FUNDS11.3M sh$1.4B1.89%
Dunham Real Estate Stock FundDunham Funds11.6K sh$1.4M1.88%
PACE Global Real Estate Securities InvestmentsPACE SELECT ADVISORS TRUST8.5K sh$1M1.88%
DFA Global Real Estate Securities PortfolioDFA INVESTMENT DIMENSIONS GROUP INC1.1M sh$140.3M1.80%
Dimensional Global Real Estate ETFDimensional ETF Trust562.4K sh$68.8M1.78%
CIBC ATLAS EQUITY INCOME FUNDADVISORS' INNER CIRCLE FUND47.9K sh$5.9M1.78%
iShares Developed Real Estate Index FundBlackRock Funds44.3K sh$5.4M1.72%
AB Global Real Estate Investment Fund IIAB INSTITUTIONAL FUNDS INC26.6K sh$3.3M1.71%
Global Real Estate Securities FundRUSSELL INVESTMENT CO55.5K sh$6.8M1.63%
SA Fidelity Institutional AM Real Estate PortfolioSUNAMERICA SERIES TRUST30.9K sh$3.8M1.50%
NYLIM CBRE Real Assets ETFNYLIM Active ETF Trust796 sh$97.4K1.41%
BNY Mellon Developed Markets Real Estate Securities FundBNY Mellon Investment Funds V, Inc.39.1K sh$4.8M1.40%
Nuveen ESG Mid-Cap Value ETFNuShares ETF Trust50.2K sh$6.1M1.38%
iShares Environmentally Aware Real Estate ETFiShares Trust1.5K sh$186.9K1.32%
Global Real Estate Securities FundPrincipal Funds, Inc179.9K sh$22M1.27%
Tax-Managed Real Assets FundRUSSELL INVESTMENT CO146.9K sh$18M1.24%
Eaton Vance Tax-Managed Diversified Equity Income FundEaton Vance Tax-Managed Diversified Equity Income Fund207.8K sh$25.4M1.01%
Fidelity Advisor Value FundFidelity Advisor Series I33.1K sh$4.1M1.01%
Fidelity Value FundFidelity Capital Trust865.3K sh$105.8M1.01%
Transamerica Multi-Asset IncomeTRANSAMERICA FUNDS59K sh$7.2M0.81%
AB All Market Real Return PortfolioAB BOND FUND, INC.48.3K sh$5.9M0.76%
THE HARTFORD EQUITY INCOME FUNDHARTFORD MUTUAL FUNDS, INC276.6K sh$33.8M0.69%
Invesco Dorsey Wright Momentum ETFInvesco Exchange-Traded Fund Trust79.7K sh$9.7M0.67%
Wilmington Real Asset FundWilmington Funds25.3K sh$3.1M0.67%
Nuveen ESG Large-Cap Growth ETFNuShares ETF Trust140.2K sh$17.2M0.64%
Fidelity Mid Cap Value K6 FundFidelity Devonshire Trust12.4K sh$1.5M0.64%
Invesco Discovery Mid Cap Growth FundAIM Investment Funds (Invesco Investment Funds)353.7K sh$43.3M0.64%
Fidelity Mid Cap Value FundFidelity Devonshire Trust123.8K sh$15.1M0.63%
Pacer WealthShield ETFPacer Funds Trust1.2K sh$146.4K0.61%
Nomura Global Listed Real Assets FundDelaware Pooled Trust4.6K sh$559.6K0.56%
Reaves Utility Income FundReaves Utility Income Fund160K sh$19.6M0.56%
Allspring Macro Strategies PortfolioALLSPRING MASTER TRUST9K sh$1.1M0.54%
Intech S&P Large Cap Diversified Alpha ETFTidal Trust III5K sh$617.5K0.43%
Hennessy Sustainable ETFHennessy Funds Trust3.3K sh$399.6K0.43%
Invesco Global Opportunities FundAIM International Mutual Funds (Invesco International Mutual Funds)65.2K sh$8M0.36%
iShares Morningstar Mid-Cap Growth ETFiShares Trust112.7K sh$13.8M0.35%
THE HARTFORD BALANCED INCOME FUNDHARTFORD MUTUAL FUNDS, INC282.1K sh$34.5M0.31%
iShares U.S. Tech Breakthrough Multisector ETFiShares Trust11.3K sh$1.4M0.30%
Fidelity SAI U.S. Momentum Index FundFidelity Salem Street Trust56.1K sh$6.9M0.28%
Nuveen ESG Dividend ETFNuShares ETF Trust1.1K sh$137.4K0.27%
Fidelity Mid Cap Index FundFidelity Salem Street Trust1.1M sh$137M0.26%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST59.8K sh$7.3M0.26%
iShares Russell Mid-Cap Index FundBlackRock Funds54.6K sh$6.7M0.26%
iShares Morningstar Mid-Cap ETFiShares Trust33.8K sh$4.1M0.25%
Federated Hermes MDT Mid Cap Growth FundFederated Hermes Equity Funds128.1K sh$15.7M0.24%
Federated Hermes MDT Large Cap Value FundFederated Hermes Adviser Series48.7K sh$6M0.21%
Column Mid Cap FundTrust for Professional Managers20.1K sh$2.3M0.21%
Allspring Real Return PortfolioALLSPRING MASTER TRUST7K sh$861.4K0.20%
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust1.5M sh$184.9M0.19%
iShares MSCI USA Size Factor ETFiShares Trust6.4K sh$777.7K0.18%
First Trust Long/Short Equity ETFFirst Trust Exchange-Traded Fund III36.6K sh$4.5M0.18%
Hartford Disciplined US Equity ETFLattice Strategies Trust2.6K sh$315K0.15%
iShares Morningstar Mid-Cap Value ETFiShares Trust13.5K sh$1.6M0.14%
Harbor PanAgora Dynamic Large Cap Core ETFHarbor ETF Trust9.9K sh$1.2M0.14%
Multi-Strategy Income FundRUSSELL INVESTMENT CO3.4K sh$417K0.14%
Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust11.9K sh$1.5M0.14%
iShares U.S. Tech Independence Focused ETFiShares U.S. ETF Trust7.4K sh$907K0.14%
SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST7.1K sh$863.8K0.12%
Eventide US Market ETFStrategy Shares1.8K sh$222.4K0.12%
iShares ESG Optimized MSCI USA ETFiShares Trust40.1K sh$4.9M0.12%
LARGE-CAP VALUE PROFUNDProFunds52 sh$6.4K0.12%
US Vegan Climate ETFETF Series Solutions1.7K sh$213.6K0.12%
Green Century Equity FundGREEN CENTURY FUNDS7.8K sh$953.1K0.12%
Fidelity U.S. Sustainability Index FundFidelity Salem Street Trust52.1K sh$6.4M0.11%
Multi-Asset Strategy FundRUSSELL INVESTMENT CO5.4K sh$654.9K0.11%
NYLIM Candriam U.S. Large Cap Equity ETFNYLIM ETF Trust2.9K sh$349.6K0.11%
FlexShares STOXX US ESG Select Index FundFlexShares Trust1.1K sh$139.4K0.11%
iShares ESG MSCI KLD 400 ETFiShares Trust45.8K sh$5.6M0.11%
PineBridge Dynamic Asset Allocation FundADVISORS' INNER CIRCLE III1K sh$122.6K0.10%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust99.8K sh$12.2M0.10%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust116.8K sh$14.3M0.10%
Nuveen Large Cap Value Index FundTIAA-CREF Funds108.2K sh$13.2M0.10%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST9.1K sh$1.1M0.10%
PGIM Quant Solutions Large-Cap Core FundPrudential Investment Portfolios 97.8K sh$954.1K0.09%
Pacer MSCI World Industry Advantage ETFPacer Funds Trust8 sh$978.60.09%
Strategic Allocation: Aggressive FundAmerican Century Strategic Asset Allocations Inc5.2K sh$638.5K0.09%
Fidelity MSCI North American Subset Index ETFFidelity Covington Trust8.5K sh$1M0.09%
Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS15 sh$1.8K0.08%
iShares Morningstar Growth ETFiShares Trust20.7K sh$2.5M0.08%
Federated Hermes MDT Balanced FundFederated Hermes MDT Series2K sh$244.6K0.07%
iShares Core Dividend ETFiShares Trust10.2K sh$1.2M0.07%
Strategic Allocation: Moderate FundAmerican Century Strategic Asset Allocations Inc4.2K sh$517K0.07%
Multifactor U.S. Equity FundRUSSELL INVESTMENT CO1.5K sh$187.6K0.07%
Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS6.5K sh$800.6K0.06%
Global X S&P 500 Christian Values ETFGLOBAL X FUNDS40 sh$4.9K0.06%
Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS313 sh$38.3K0.06%
Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust338 sh$41.3K0.06%
Invesco MSCI Global Climate 500 ETFInvesco Exchange-Traded Fund Trust II7.5K sh$913.6K0.06%
Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS17 sh$2.1K0.06%
Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds21.6K sh$2.6M0.06%
Global X S&P 500 Covered Call ETFGLOBAL X FUNDS15.3K sh$1.9M0.06%
Global Equity FundRUSSELL INVESTMENT CO18.6K sh$2.3M0.06%
Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust1.7K sh$204.8K0.06%
Nuveen S&P 500 Index FundTIAA-CREF Funds63.3K sh$7.7M0.06%
Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust87K sh$10.6M0.06%
U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC65.8K sh$8.1M0.06%
BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.6.2K sh$754K0.06%
Pacer Trendpilot US Large Cap ETFPacer Funds Trust15K sh$1.8M0.06%
Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST662.7K sh$81.1M0.06%
LargeCap S&P 500 Index FundPrincipal Funds, Inc61.3K sh$7.5M0.06%
SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST15K sh$1.8M0.06%
JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust40.7K sh$5M0.06%
NYLIM S&P 500 Index FundNYLIM FUNDS TRUST9.8K sh$1.2M0.06%
Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust85K sh$10.4M0.06%
BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.12.2K sh$1.5M0.06%
BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust24.7K sh$3M0.06%
iShares Morningstar U.S. Equity ETFiShares Trust5.7K sh$701K0.06%
Victory 500 Index FundVictory Portfolios III69K sh$8.4M0.06%
Steward Values Enhanced Large Cap FundSteward Funds Inc1.5K sh$178.1K0.05%
Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS223 sh$27.3K0.05%
Wilmington Large-Cap Strategy FundWilmington Funds2.7K sh$331K0.05%
Federated Hermes Max-Cap Index FundFederated Hermes Index Trust1.2K sh$152K0.05%
Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS21 sh$2.6K0.05%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.6K sh$194K0.05%
E*TRADE No Fee Large Cap Index FundE Trade Trust577 sh$70.6K0.05%
iShares Dow Jones U.S. ETFiShares Trust12.7K sh$1.6M0.05%
Schwab 1000 Index FundSCHWAB INVESTMENTS94.8K sh$11.6M0.05%
Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust1.1K sh$137.4K0.05%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust7.1K sh$874K0.05%
Vox Populi ETFAdvisors Series Trust24 sh$2.9K0.05%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust162.1K sh$19.8M0.05%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST180.2K sh$22M0.05%
JLens 500 Jewish Advocacy U.S. ETFEA Series Trust1K sh$125.3K0.05%
Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust257 sh$31.4K0.05%
Income Fund of AmericaIncome Fund of America600K sh$73.4M0.05%
iShares Total U.S. Stock Market Index FundBlackRock Funds19K sh$2.3M0.05%
Nuveen Equity Index FundTIAA-CREF Funds236.5K sh$28.9M0.05%
E*TRADE No Fee Total Market Index FundE Trade Trust405 sh$49.5K0.05%
Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust2.1K sh$253K0.04%
Hartford Multi-Asset Income FundHARTFORD MUTUAL FUNDS, INC2.1K sh$251.5K0.04%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST47.2K sh$5.8M0.04%
iShares MSCI Kokusai ETFiShares Trust884 sh$108.1K0.04%
ULTRABULL PROFUNDProFunds640 sh$78.3K0.04%
Fidelity Series All-Sector Equity FundFidelity Devonshire Trust19.8K sh$2.4M0.04%
Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust23.3K sh$2.8M0.04%
AMT Diversified Equity FundADVISER MANAGED TRUST1.3K sh$164.3K0.04%
1290 Loomis Sayles Multi-Asset Income Fund1290 Funds313 sh$38.3K0.04%
iShares MSCI ACWI ETFiShares Trust96.2K sh$11.8M0.04%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust27.6K sh$3.4M0.03%
MidCap Value Fund IPrincipal Funds, Inc6.6K sh$812.7K0.03%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust5.8K sh$715.1K0.03%
BULL PROFUNDProFunds140 sh$17.1K0.03%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS254.7K sh$31.2M0.03%
iShares Morningstar Value ETFiShares Trust3.3K sh$402.1K0.03%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds8.8K sh$1.1M0.03%
Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust39 sh$4.8K0.03%
BlackRock Global Allocation Fund, Inc.BlackRock Global Allocation Fund, Inc.39.3K sh$4.8M0.03%
BlackRock Dynamic High Income PortfolioBlackRock Funds II3.5K sh$425.1K0.03%
iShares Low Carbon Optimized MSCI ACWI ETFiShares Trust2.4K sh$296.7K0.03%
Strategic Allocation: Conservative FundAmerican Century Strategic Asset Allocations Inc545 sh$66.7K0.02%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds10.9K sh$1.3M0.02%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds7.4K sh$907.1K0.02%
BlackRock Multi-Asset Income PortfolioBlackRock Funds II16.3K sh$2M0.02%
THRIVENT DYNAMIC ALLOCATION FUNDThrivent Mutual Funds635 sh$77.7K0.02%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds1.7K sh$205.7K0.02%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds3.1K sh$384.7K0.02%
iShares Dynamic Short-Term Active ETFBlackRock ETF Trust206 sh$25.2K0.01%
Hartford Schroders Diversified Opportunities FundHARTFORD MUTUAL FUNDS II, INC136 sh$16.6K0.01%
SA Schroders VCP Global Allocation PortfolioSUNAMERICA SERIES TRUST77 sh$9.4K0.00%
Morningstar Alternatives FundMorningstar Funds Trust-302 NC-$36.9K-0.01%
Saba Capital Income & Opportunities Fund IISaba Capital Income & Opportunities Fund II-400 sh-$48.9K-0.02%
Saba Capital Income & Opportunities FundSaba Capital Income & Opportunities Fund-946 sh-$115.7K-0.03%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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