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Spirit of America Management Corp’s Iron Mountain IRM Stock Holding History

Spirit of America Management Corp’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
2026
Q2 		$4.88M Buy
38,650
+200
+0.5% +$24.5K 0.92% 27
2026
Q1 		$3.93M Buy
38,450
+600
+2% +$59.7K 0.78% 39
2025
Q4 		$3.14M Sell
37,850
-1,100
-3% -$103K 0.67% 44
2025
Q3 		$3.97M Sell
38,950
-4,300
-10% -$414K 0.8% 36
2025
Q2 		$4.44M Hold
43,250
– – 0.93% 31
2025
Q1 		$3.72M Buy
43,250
+1,900
+5% +$183K 0.75% 32
2024
Q4 		$4.35M Buy
41,350
+2,850
+7% +$335K 0.88% 30
2024
Q3 		$4.57M Buy
38,500
+2,750
+8% +$294K 0.91% 31
2024
Q2 		$3.2M Buy
35,750
+6,950
+24% +$562K 0.65% 37
2024
Q1 		$2.31M Buy
28,800
+2,900
+11% +$210K 0.47% 60
2023
Q4 		$1.81M Buy
25,900
+2,400
+10% +$151K 0.4% 63
2023
Q3 		$1.4M Buy
23,500
+500
+2% +$30.6K 0.32% 71
2023
Q2 		$1.31M Buy
23,000
+500
+2% +$27.4K 0.29% 81
2023
Q1 		$1.19M Hold
22,500
– – 0.27% 84
2022
Q4 		$1.12M Hold
22,500
– – 0.25% 93
2022
Q3 		$989K Buy
22,500
+500
+2% +$25.2K 0.23% 98
2022
Q2 		$1.07M Buy
22,000
+7,250
+49% +$382K 0.24% 97
2022
Q1 		$817K Hold
14,750
– – 0.16% 117
2021
Q4 		$772K Buy
14,750
+1,500
+11% +$70.9K 0.16% 129
2021
Q3 		$576K Buy
+13,250
New +$596K 0.12% 144

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Spirit of America Management Corp's IRM Position: Q2 2026 in Review

Spirit of America Management Corp increased its Iron Mountain (IRM) stake by 0.52% in Q2 2026, buying an estimated $24.5K and bringing the position to 38,650 shares worth $4.88M. The position accounts for 0.92% of the portfolio, ranked #27.

Spirit of America Management Corp first reported a position in IRM in Q3 2021 and has held it in 20 quarters since. 728 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Spirit of America Management Corp held 38,650 shares of Iron Mountain worth $4.88M as of Q2 2026.
  • Spirit of America Management Corp bought 200 Iron Mountain shares in Q2 2026, an estimated $24.5K.
  • Iron Mountain made up 0.92% of Spirit of America Management Corp's portfolio in Q2 2026, its #27 holding.
  • Spirit of America Management Corp first reported a position in Iron Mountain in Q3 2021 and has held it in 20 quarters since.
  • 728 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.