Back to IRM
Kestra Advisory Services, LLC → IRM
Kestra Advisory Services, LLC IRM Position History
Iron Mountain Incorporated • Real Estate
Quarters held
5
Latest value
$12.3M
Q3 2026
Peak value
$12.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.5M |
| Q4 2025 | $8.4M |
| Q1 2026 | $10.3M |
| Q2 2026 | $12.6M |
| Q3 2026 | $12.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.3M | 110.8K | — | — |
| Q2 2026 | $12.6M | 100.1K | — | — |
| Q1 2026 | $10.3M | 101.3K | — | — |
| Q4 2025 | $8.4M | 101.1K | — | — |
| Q3 2025 | $10.5M | 103.0K | — | — |
Other funds holding IRM
$4.7B
$4.5B
$3.9B
$3.6B
$2.2B
$2.2B
$1.8B