UBS Group AG

Position in IRM — Iron Mountain Inc

CIK 1610520 ZURICH, V8

Back to IRM Full portfolio

Position in IRM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$115,586,405

+$33,728,347 QoQ

Shares Held

915,101

+14.2% QoQ

Ownership

0.307%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#40

of 1,152 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Common Shares in IRM Over Time

Shares Held

Position Value (USD)

Derivatives in IRM

reported options exposure · as of Jun 30, 2026

CallValue

$959,956

CallShares

7,600

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

UBS Group AG holds $2,231,992,027 across 18 REIT - Specialty names. IRM ranks #6 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	569,031	$593,152,221
2	AMT	American Tower Corp /Ma/	3,253,371	$532,153,891
3	DLR	Digital Realty Trust, Inc.	2,033,644	$365,201,787
4	CCI	Crown Castle Inc.	2,698,919	$204,389,134
5	SBAC	Sba Communications Corp	749,729	$132,297,178
6	IRM	Iron Mountain Inc This page	915,101	$115,586,405
7	WY	Weyerhaeuser Co	2,578,148	$61,720,861
8	LAMR	Lamar Advertising Co/New	286,054	$44,618,702

All Filings in IRM

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34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$959,956	7,600	-83.9%	Call	Defined	2026-08-13
2026-06-30	$115,586,405	915,101	+14.2%	Shares	Defined	2026-08-13
2026-03-31	$81,858,058	801,430	+0.7%	Shares	Defined	2026-05-05
2026-03-31	$1,624,026	15,900	0.0%	Put	Defined	2026-05-05
2025-12-31	$1,318,905	15,900	+54.4%	Put	Defined	2026-01-29
2025-12-31	$66,020,567	795,908	-44.6%	Shares	Defined	2026-01-29
2025-09-30	$146,416,522	1,436,301	-20.2%	Shares	Defined	2025-11-13
2025-06-30	$184,649,281	1,800,227	+57.2%	Shares	Defined	2025-08-14
2025-03-31	$98,540,405	1,145,286	+26.8%	Shares	Defined	2025-05-13
2024-12-31	$94,942,077	903,264	-14.9%	Shares	Defined	2025-02-14
2024-09-30	$126,094,550	1,061,134	+63.7%	Shares	Defined	2024-11-14
2024-06-30	$58,082,002	648,092	-35.2%	Shares	Defined	2024-08-14
2024-03-31	$80,281,946	1,000,897	+21.4%	Shares	Defined	2024-05-13
2023-12-31	$57,680,663	824,245	-7.6%	Shares	Defined	2024-02-09
2023-09-30	$53,056,032	892,448	+3.5%	Shares	Defined	2023-11-09
2023-06-30	$48,996,339	862,308	+42.6%	Shares	Defined	2023-08-11
2023-03-31	$31,998,061	604,764	-24.3%	Shares	Defined	2023-05-12
2022-12-31	$39,805,024	798,496	+40.6%	Shares	Defined	2023-02-08
2022-09-30	$24,967,087	567,821	-5.4%	Shares	Defined	2022-11-10
2022-06-30	$29,232,842	600,387	-15.5%	Shares	Defined	2022-08-10
2022-03-31	$39,358,386	710,312	+20.3%	Shares	Defined	2022-05-16
2021-12-31	$30,899,189	590,468	-6.5%	Shares	Defined	2022-02-14
2021-09-30	$27,435,892	631,436	+16.7%	Shares	Defined	2021-11-15
2021-06-30	$22,895,457	541,008	+18.1%	Shares	Defined	2021-08-13
2021-03-31	$16,948,690	457,949	-4.1%	Shares	Defined	2021-05-12
2020-12-31	$303,644	10,300	-1.0%	Put	Defined	2021-02-11
2020-12-31	$14,071,157	477,312	-3.9%	Shares	Defined	2021-02-11
2020-09-30	$13,306,002	496,678	+16.3%	Shares	Defined	2020-11-12
2020-09-30	$278,616	10,400	+1.0%	Put	Defined	2020-11-12
2020-06-30	$268,830	10,300	0.0%	Put	Defined	2020-07-31
2020-06-30	$1,229,310	47,100	—	Call	Defined	2020-07-31
2020-06-30	$11,147,753	427,117	-5.4%	Shares	Defined	2020-07-31
2020-03-31	$10,745,675	451,499	—	Shares	Defined	2020-05-01
2020-03-31	$245,140	10,300	—	Put	Defined	2020-05-01
No filing history on record for this holder in this stock.