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Vert Asset Management LLC

SEC CIK
0001904664
Latest filing
Jul 15, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by Vert Asset Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IRM overviewAll 13F holders of IRMFull Q2 2026 holdings

Shares (Q2 2026)
154,450
Value
$19.5M
% of portfolio
5.3%
Quarters held
19
Since Q4 2021
Holdings of IRM by Vert Asset Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026154,450$19.5M5.3%+8,044+5.5%AddedHolders
Q1 2026146,406$15.0M4.7%+5,472+3.9%AddedHolders
Q4 2025140,934$11.7M3.9%+6,353+4.7%AddedHolders
Q3 2025134,581$13.7M4.6%+5,099+3.9%AddedHolders
Q2 2025129,482$13.3M4.8%−6,564−4.8%ReducedHolders
Q1 2025136,046$11.7M4.0%+6,780+5.2%AddedHolders
Q4 2024129,266$13.6M4.7%+9,329+7.8%AddedHolders
Q3 2024119,937$14.3M4.9%+2,273+1.9%AddedHolders
Q2 2024117,664$10.5M4.2%−4,239−3.5%ReducedHolders
Q1 2024121,903$9.78M4.1%+3,608+3.1%AddedHolders
Q4 2023118,295$8.28M3.6%−417−0.4%ReducedHolders
Q3 2023118,712$7.06M3.6%+6,215+5.5%AddedHolders
Q2 2023112,497$6.39M3.3%+4,490+4.2%AddedHolders
Q1 2023108,007$5.71M3.4%+42,338+64.5%AddedHolders
Q4 202265,669$3.27M2.9%+2,565+4.1%AddedHolders
Q3 202263,104$2.77M2.6%+8,140+14.8%AddedHolders
Q2 202254,964$2.68M2.5%+2,552+4.9%AddedHolders
Q1 202252,412$2.90M2.3%+4,146+8.6%AddedHolders
Q4 202148,266$2.53M2.1%–No prior filingHolders