IRM — IRON MTN INC DEL COM

Ownership history in Schechter Investment Advisors, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Schechter Investment Advisors, LLC reported a position in IRON MTN INC DEL COM (IRM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2024 Q3)
Avg. % of fund
0.02%
First filed
2024 Q1
Last filed
2024 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 2,846 -67 -2.3% 0.02% $299K $101.45
2024 Q3 REDUCED 2,913 -15 -0.5% 0.03% $346K $113.96
2024 Q2 UNCHANGED 2,928 — 0% 0.02% $262K $85.42
2024 Q1 INITIATED 2,928 — — 0.02% $235K —
% of Fund (quarterly)    IRM price (monthly, adj. close)

Other funds also holding IRM

As of 2025 Q4 — sorted by position size

Waterfront Capital Partners, LLC 3Y 7Y 7.69% Contour Asset Management LLC 3Y 7Y 5.48% Vert Asset Management LLC 3Y 3.89% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 3.81% B&I Capital AG 3Y 3.38% COHEN & STEERS, INC. 3Y 7Y 2.83% Marble Harbor Investment Counsel, LLC 3Y 7Y 2.78% Intrinsic Edge Capital Management LLC 3Y 7Y 2.65% AR ASSET MANAGEMENT INC 3Y 7Y 2.21% PGGM Investments 3Y 7Y 2.18%
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