Number of Shares
413.00
Current Holdings Value*
$49,080.00
% of Portfolio
3.45%
Total Estimate Gain
$180,495.16
% of Total Estimate Gain
37.03%

Heitman US Real Estate Securities Fund's Iron Mountain Inc Holding Summary

As of 2024-09-30, Series Portfolios Trust held 413.00 shares of Iron Mountain Inc(IRM), totaling $49,080.00. This investment constitutes 3.45% of their stock portfolio, and Series Portfolios Trust now holds 0% of the outstanding Iron Mountain Inc(IRM) stock.

The initial trade took place in 2023Q4. And since then Heitman US Real Estate Securities Fund has made 2 purchases of IRM, at an average price of $65.25, for a total of 7,470.00 shares. In addition, there have been 2 sales at an average price of $88.66 for 7,057.00 shares. Based on historical transaction data and IRM's current price of $102.30, Heitman US Real Estate Securities Fund's estimated gain on his IRM holdings is $180,495.16, reflecting a 37.03% gain to date.

Heitman US Real Estate Securities Fund IRM ($102.30) Holding Chart

Heitman US Real Estate Securities Fund IRM ($102.30) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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