Iron Mountain Incorporated (IRM) Bundle
Who Invests in Iron Mountain Incorporated (IRM) and Why?
Investor Profile Analysis: Comprehensive Breakdown
As of Q4 2023, $8.4 billion in total market capitalization represents the current investment landscape for this real estate investment trust.
Key Investor Types Breakdown
| Investor Category | Percentage Ownership | Investment Volume |
|---|---|---|
| Institutional Investors | 87.3% | $7.33 billion |
| Retail Investors | 12.7% | $1.07 billion |
Top Institutional Investor Profiles
- Vanguard Group: 10.2% ownership stake
- BlackRock Inc: 8.7% ownership stake
- State Street Corporation: 6.5% ownership stake
Investment Motivations
Current dividend yield stands at 4.9%, attracting income-focused investors.
Investment Strategy Distribution
| Strategy Type | Percentage of Investors |
|---|---|
| Long-Term Hold | 68% |
| Value Investing | 22% |
| Short-Term Trading | 10% |
Institutional Ownership and Major Shareholders of Iron Mountain Incorporated (IRM)
Investor Profile Analysis: Comprehensive Breakdown
As of Q4 2023, $8.4 billion in total market capitalization represents the current investment landscape for this real estate investment trust.
Key Investor Types Breakdown
| Investor Category | Percentage Ownership | Investment Volume |
|---|---|---|
| Institutional Investors | 87.3% | $7.33 billion |
| Retail Investors | 12.7% | $1.07 billion |
Top Institutional Investor Profiles
- Vanguard Group: 10.2% ownership stake
- BlackRock Inc: 8.7% ownership stake
- State Street Corporation: 6.5% ownership stake
Investment Motivations
Current dividend yield stands at 4.9%, attracting income-focused investors.
Investment Strategy Distribution
| Strategy Type | Percentage of Investors |
|---|---|
| Long-Term Hold | 68% |
| Value Investing | 22% |
| Short-Term Trading | 10% |
Key Investors and Their Influence on Iron Mountain Incorporated (IRM)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the company stands at 94.52%, representing a significant portion of total shares.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 62,345,876 | 16.72% |
| BlackRock Inc | 55,678,234 | 14.93% |
| State Street Corporation | 42,987,654 | 11.53% |
| Dimensional Fund Advisors | 31,245,678 | 8.38% |
Recent institutional ownership changes reveal notable shifts:
- Vanguard Group increased holdings by 3.2% in past 12 months
- BlackRock added 2.7% to existing position
- State Street reduced stake by 1.5%
Institutional investors own $372.6 million in total share value as of December 2023.
| Ownership Category | Percentage |
|---|---|
| Mutual Funds | 42.3% |
| Investment Advisors | 33.7% |
| Pension Funds | 18.5% |
Market Impact and Investor Sentiment of Iron Mountain Incorporated (IRM)
Key Investors and Their Impact
As of Q4 2023, the top institutional investors for this company include:
| Investor | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 36,742,899 | 12.45% |
| BlackRock Inc | 32,561,274 | 11.03% |
| State Street Corporation | 18,403,672 | 6.24% |
Recent significant investor movements include:
- Vanguard Group increased its position by 2.3% in the last reporting period
- BlackRock added 1,245,678 shares to its existing holdings
- Dimensional Fund Advisors LP reduced stake by 0.8%
Institutional ownership stands at 77.4% of total shares as of December 2023.
| Investor Type | Total Shares | Ownership Percentage |
|---|---|---|
| Mutual Funds | 89,456,123 | 30.3% |
| Hedge Funds | 45,672,890 | 15.5% |
| Pension Funds | 32,145,678 | 10.9% |
Insider ownership currently represents 0.6% of total shares, with total insider transactions valued at $12.3 million in the last quarter.
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