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Genesee Capital Advisors’s Iron Mountain IRM Stock Holding History

Genesee 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
Q3 		– Sell
-8,943
Closed -$917K – 127
2025
Q2 		$917K Buy
8,943
+564
+7% +$53.2K 0.41% 59
2025
Q1 		$721K Sell
8,379
-5,010
-37% -$483K 0.36% 69
2024
Q4 		$1.41M Sell
13,389
-94
-0.7% -$11K 0.65% 38
2024
Q3 		$1.6M Sell
13,483
-2,800
-17% -$299K 0.77% 30
2024
Q2 		$1.46M Sell
16,283
-1,897
-10% -$154K 0.72% 36
2024
Q1 		$1.46M Buy
18,180
+233
+1% +$16.9K 0.8% 33
2023
Q4 		$1.26M Buy
17,947
+9,814
+121% +$616K 0.77% 37
2023
Q3 		$484K Buy
+8,133
New +$497K 0.35% 61

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Genesee Capital Advisors's IRM Position: Q3 2025 in Review

Genesee Capital Advisors sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 8,943 shares — an estimated $917K sold.

Genesee Capital Advisors first reported a position in IRM in Q3 2023 and held it in 8 quarters. The position peaked at $1.6M in Q3 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Genesee Capital Advisors reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Genesee Capital Advisors sold 8,943 Iron Mountain shares in Q3 2025, an estimated $917K.
  • Genesee Capital Advisors first reported a position in Iron Mountain in Q3 2023 and held it in 8 quarters.
  • Genesee Capital Advisors's Iron Mountain position peaked at $1.6M in Q3 2024.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Genesee Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.