Infrastructure Capital Advisors’s Iron Mountain IRM Stock Holding History

Infrastructure 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
2024 Q4	–	Sell	-3,174	Closed	-$377K	–	139
2024 Q3	$377K	Sell	3,174 -38	-1%	-$4.07K	0.05%	86
2024 Q2	$288K	Sell	3,212 -38	-1%	-$3.08K	0.04%	89
2024 Q1	$261K	Buy	+3,250	New	+$235K	0.03%	95
2018 Q4	–	Sell	-6,880	Closed	-$237K	–	105
2018 Q3	$237K	Hold	6,880	–	–	0.02%	113
2018 Q2	$241K	Hold	6,880	–	–	0.02%	104
2018 Q1	$226K	Hold	6,880	–	–	0.02%	101
2017 Q4	$260K	Buy	+6,880	New	+$273K	0.03%	99

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Infrastructure Capital Advisors's IRM Position: Q4 2024 in Review

Infrastructure Capital Advisors sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 3,174 shares — an estimated $377K sold.

Infrastructure Capital Advisors first reported a position in IRM in Q4 2017 and held it in 7 quarters. The position peaked at $377K in Q3 2024. 1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

Infrastructure Capital Advisors reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
Infrastructure Capital Advisors sold 3,174 Iron Mountain shares in Q4 2024, an estimated $377K.
Infrastructure Capital Advisors first reported a position in Iron Mountain in Q4 2017 and held it in 7 quarters.
Infrastructure Capital Advisors's Iron Mountain position peaked at $377K in Q3 2024.
1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Infrastructure Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.