LSIA
IRM icon

LaSalle St. Investment Advisors’s Iron Mountain IRM Stock Holding History

LaSalle St. Investment 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
-2,516
Closed -$256K – 375
2025
Q3 		$256K Sell
2,516
-413
-14% -$39.8K 0.05% 283
2025
Q2 		$300K Hold
2,929
– – 0.08% 229
2025
Q1 		$252K Sell
2,929
-485
-14% -$46.7K 0.06% 252
2024
Q4 		$358K Buy
+3,414
New +$401K 0.11% 171

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LaSalle St. Investment Advisors's IRM Position: Q4 2025 in Review

LaSalle St. Investment Advisors sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 2,516 shares — an estimated $256K sold.

LaSalle St. Investment Advisors first reported a position in IRM in Q4 2024 and held it in 4 quarters. The position peaked at $358K in Q4 2024. 1,012 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

  • LaSalle St. Investment Advisors reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
  • LaSalle St. Investment Advisors sold 2,516 Iron Mountain shares in Q4 2025, an estimated $256K.
  • LaSalle St. Investment Advisors first reported a position in Iron Mountain in Q4 2024 and held it in 4 quarters.
  • LaSalle St. Investment Advisors's Iron Mountain position peaked at $358K in Q4 2024.
  • 1,012 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on LaSalle St. Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.