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Catalyst Capital Advisors’s Iron Mountain IRM Stock Holding History

Catalyst Capital 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
-1,303
Closed -$133K – 425
2025
Q3 		$133K Buy
1,303
+396
+44% +$38.1K ﹤0.01% 268
2025
Q2 		$93K Buy
907
+380
+72% +$35.8K ﹤0.01% 341
2025
Q1 		$45.3K Sell
527
-43,298
-99% -$4.17M ﹤0.01% 376
2024
Q4 		$4.61M Sell
43,825
-1,325
-3% -$156K 0.1% 76
2024
Q3 		$5.37M Sell
45,150
-1,150
-2% -$123K 0.12% 68
2024
Q2 		$4.15M Sell
46,300
-125
-0.3% -$10.1K 0.1% 81
2024
Q1 		$3.72M Sell
46,425
-1,025
-2% -$74.2K 0.09% 82
2023
Q4 		$3.32M Sell
47,450
-4,050
-8% -$254K 0.09% 84
2023
Q3 		$3.06M Sell
51,500
-1,900
-4% -$116K 0.09% 85
2023
Q2 		$3.03M Sell
53,400
-2,700
-5% -$148K 0.09% 94
2023
Q1 		$2.97M Sell
56,100
-4,000
-7% -$210K 0.09% 96
2022
Q4 		$3M Sell
60,100
-1,600
-3% -$80.8K 0.1% 92
2022
Q3 		$2.71M Sell
61,700
-1,650
-3% -$83.3K 0.1% 97
2022
Q2 		$3.08M Sell
63,350
-4,150
-6% -$218K 0.13% 94
2022
Q1 		$3.74M Sell
67,500
-14,570
-18% -$694K 0.16% 87
2021
Q4 		$4.29M Buy
82,070
+71,700
+691% +$3.39M 0.2% 79
2021
Q3 		$451K Hold
10,370
– – 0.02% 192
2021
Q2 		$439K Hold
10,370
– – 0.02% 194
2021
Q1 		$384K Hold
10,370
– – 0.02% 193
2020
Q4 		$306K Hold
10,370
– – 0.02% 207
2020
Q3 		$278K Hold
10,370
– – 0.02% 208
2020
Q2 		$271K Buy
+10,370
New +$262K 0.01% 216
2014
Q1 		– Sell
-21,626
Closed -$606K – 333
2013
Q4 		$606K Buy
21,626
+3,457
+19% +$88.6K 0.2% 152
2013
Q3 		$453K Buy
18,169
+189
+1% +$4.8K 0.25% 162
2013
Q2 		$442K Buy
+17,980
New +$580K 0.34% 123

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Catalyst Capital Advisors's IRM Position: Q4 2025 in Review

Catalyst Capital Advisors sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 1,303 shares — an estimated $133K sold.

Catalyst Capital Advisors first reported a position in IRM in Q2 2013 and held it in 25 quarters. The position peaked at $5.37M in Q3 2024. 1,006 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

  • Catalyst Capital Advisors reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
  • Catalyst Capital Advisors sold 1,303 Iron Mountain shares in Q4 2025, an estimated $133K.
  • Catalyst Capital Advisors first reported a position in Iron Mountain in Q2 2013 and held it in 25 quarters.
  • Catalyst Capital Advisors's Iron Mountain position peaked at $5.37M in Q3 2024.
  • 1,006 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Catalyst Capital Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.