Virtus Investment Advisers’s Iron Mountain IRM Stock Holding History

Virtus Investment Advisers’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 Q2	–	Sell	-14,385	Closed	-$1.24M	–	467
2025 Q1	$1.24M	Buy	+14,385	New	+$1.39M	0.34%	100
2018 Q1	–	Sell	-14,311	Closed	-$540K	–	227
2017 Q4	$540K	Sell	14,311 -654	-4%	-$26K	0.06%	283
2017 Q3	$582K	Sell	14,965 -2,343	-14%	-$87.5K	0.06%	289
2017 Q2	$595K	Buy	17,308 +3,621	+26%	+$127K	0.06%	302
2017 Q1	$488K	Buy	13,687 +523	+4%	+$18.5K	0.04%	330
2016 Q4	$428K	Sell	13,164 -12,179	-48%	-$405K	0.03%	373
2016 Q3	$951K	Buy	+25,343	New	+$977K	0.06%	294

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Virtus Investment Advisers's IRM Position: Q2 2025 in Review

Virtus Investment Advisers sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 14,385 shares — an estimated $1.24M sold.

Virtus Investment Advisers first reported a position in IRM in Q3 2016 and held it in 7 quarters. The position peaked at $1.24M in Q1 2025. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

Virtus Investment Advisers reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
Virtus Investment Advisers sold 14,385 Iron Mountain shares in Q2 2025, an estimated $1.24M.
Virtus Investment Advisers first reported a position in Iron Mountain in Q3 2016 and held it in 7 quarters.
Virtus Investment Advisers's Iron Mountain position peaked at $1.24M in Q1 2025.
1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Virtus Investment Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.