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Creative Planning IRM Position History
Iron Mountain Incorporated • Real Estate
Quarters held
10
Latest value
$15.5M
Q3 2026
Peak value
$15.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.1M |
| Q3 2025 | $10.1M |
| Q4 2025 | $8.8M |
| Q4 2025 | $1.7M |
| Q1 2026 | $2.1M |
| Q1 2026 | $11.4M |
| Q2 2026 | $2.5M |
| Q2 2026 | $15.1M |
| Q3 2026 | $2.2M |
| Q3 2026 | $15.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.5M | 139.5K | — | — |
| Q3 2026 | $2.2M | 20.1K | — | — |
| Q2 2026 | $15.1M | 119.8K | — | — |
| Q2 2026 | $2.5M | 20.1K | — | — |
| Q1 2026 | $11.4M | 111.6K | — | — |
| Q1 2026 | $2.1M | 20.1K | — | — |
| Q4 2025 | $1.7M | 20.1K | — | — |
| Q4 2025 | $8.8M | 106.0K | — | — |
| Q3 2025 | $10.1M | 98.8K | — | — |
| Q3 2025 | $2.1M | 20.3K | — | — |
Other funds holding IRM
$4.7B
$4.5B
$3.9B
$3.6B
$2.2B
$2.2B
$1.8B