AWA
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Arete Wealth Advisors’s Iron Mountain IRM Stock Holding History

Arete Wealth Advisors’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,150
Closed -$525K – 546
2025
Q3 		$525K Hold
5,150
– – 0.03% 428
2025
Q2 		$528K Sell
5,150
-505
-9% -$47.6K 0.04% 393
2025
Q1 		$487K Sell
5,655
-1,735
-23% -$167K 0.04% 400
2024
Q4 		$776K Buy
7,390
+1,650
+29% +$194K 0.06% 303
2024
Q3 		$679K Sell
5,740
-2,155
-27% -$231K 0.06% 297
2024
Q2 		$708K Buy
+7,895
New +$639K 0.06% 312
2024
Q1 		– Sell
-8,481
Closed -$593K – 538
2023
Q4 		$593K Buy
8,481
+1,544
+22% +$96.9K 0.05% 365
2023
Q3 		$412K Sell
6,937
-643
-8% -$39.3K 0.07% 272
2023
Q2 		$431K Sell
7,580
-816
-10% -$44.7K 0.04% 398
2023
Q1 		$444K Buy
8,396
+1,362
+19% +$71.4K 0.04% 377
2022
Q4 		$351K Buy
+7,034
New +$355K 0.03% 418
2019
Q2 		– Sell
-7,450
Closed -$264K – 409
2019
Q1 		$264K Buy
7,450
+495
+7% +$17.5K 0.06% 309
2018
Q4 		$225K Sell
6,955
-9,024
-56% -$296K 0.05% 316
2018
Q3 		$552K Buy
+15,979
New +$569K 0.12% 178

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arete Wealth Advisors's IRM Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 5,150 shares — an estimated $525K sold.

Arete Wealth Advisors first reported a position in IRM in Q3 2018 and held it in 14 quarters. The position peaked at $776K in Q4 2024. 1,010 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,150 Iron Mountain shares in Q4 2025, an estimated $525K.
  • Arete Wealth Advisors first reported a position in Iron Mountain in Q3 2018 and held it in 14 quarters.
  • Arete Wealth Advisors's Iron Mountain position peaked at $776K in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.