Kayne Anderson Capital Advisors’s Iron Mountain IRM Stock Holding History

Kayne Anderson 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
2023 Q4	–	Sell	-6,400	Closed	-$380K	–	98
2023 Q3	$380K	Buy	+6,400	New	+$391K	0.01%	83
2023 Q1	–	Sell	-6,000	Closed	-$299K	–	93
2022 Q4	$299K	Hold	6,000	–	–	0.01%	80
2022 Q3	$264K	Hold	6,000	–	–	0.01%	82
2022 Q2	$292K	Hold	6,000	–	–	0.01%	84
2022 Q1	$332K	Buy	+6,000	New	+$286K	0.01%	90

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Kayne Anderson Capital Advisors's IRM Position: Q4 2023 in Review

Kayne Anderson Capital Advisors sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 6,400 shares — an estimated $380K sold.

Kayne Anderson Capital Advisors first reported a position in IRM in Q1 2022 and held it in 5 quarters. The position peaked at $380K in Q3 2023. 891 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

Kayne Anderson Capital Advisors reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
Kayne Anderson Capital Advisors sold 6,400 Iron Mountain shares in Q4 2023, an estimated $380K.
Kayne Anderson Capital Advisors first reported a position in Iron Mountain in Q1 2022 and held it in 5 quarters.
Kayne Anderson Capital Advisors's Iron Mountain position peaked at $380K in Q3 2023.
891 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Kayne Anderson Capital Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.