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FORA Capital’s Iron Mountain IRM Stock Holding History

FORA Capital’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
Q2 		– Sell
-36,263
Closed -$3.12M – 603
2025
Q1 		$3.12M Sell
36,263
-12,563
-26% -$1.21M 0.32% 106
2024
Q4 		$5.13M Buy
+48,826
New +$5.74M 0.59% 54
2021
Q1 		– Sell
-30,261
Closed -$892K – 930
2020
Q4 		$892K Buy
+30,261
New +$840K 0.14% 173
2020
Q1 		– Sell
-21,476
Closed -$684K – 1176
2019
Q4 		$684K Buy
+21,476
New +$704K 0.07% 323

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FORA Capital's IRM Position: Q2 2025 in Review

FORA Capital sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 36,263 shares — an estimated $3.12M sold.

FORA Capital first reported a position in IRM in Q4 2019 and held it in 4 quarters. The position peaked at $5.13M in Q4 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • FORA Capital reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
  • FORA Capital sold 36,263 Iron Mountain shares in Q2 2025, an estimated $3.12M.
  • FORA Capital first reported a position in Iron Mountain in Q4 2019 and held it in 4 quarters.
  • FORA Capital's Iron Mountain position peaked at $5.13M in Q4 2024.
  • 1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.