Perpetual Ltd’s Iron Mountain IRM Stock Holding History

Perpetual Ltd’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	-9,130	Closed	-$931K	–	440
2025 Q3	$931K	Sell	9,130 -690	-7%	-$66.5K	0.01%	261
2025 Q2	$1.01M	Sell	9,820 -750	-7%	-$70.7K	0.01%	242
2025 Q1	$909K	Hold	10,570	–	–	0.01%	256
2024 Q4	$1.11M	Buy	10,570 +4,280	+68%	+$503K	0.01%	234
2024 Q3	$747K	Sell	6,290 -6,690	-52%	-$716K	0.01%	286
2024 Q2	$1.16M	Buy	+12,980	New	+$1.05M	0.01%	255

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Perpetual Ltd's IRM Position: Q4 2025 in Review

Perpetual Ltd sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 9,130 shares — an estimated $931K sold.

Perpetual Ltd first reported a position in IRM in Q2 2024 and held it in 6 quarters. The position peaked at $1.16M in Q2 2024. 1,007 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

Perpetual Ltd reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
Perpetual Ltd sold 9,130 Iron Mountain shares in Q4 2025, an estimated $931K.
Perpetual Ltd first reported a position in Iron Mountain in Q2 2024 and held it in 6 quarters.
Perpetual Ltd's Iron Mountain position peaked at $1.16M in Q2 2024.
1,007 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Perpetual Ltd's 13F filing for Q4 2025, filed 20 Jan 2026.