Number of Shares
145,400.00
Current Holdings Value*
$12.51 Mil
% of Portfolio
3.5%
Total Estimate Gain
$5.33 Mil
% of Total Estimate Gain
38.14%

Virtus Duff & Phelps Real Estate Securities Fund's Iron Mountain Inc Holding Summary

As of 2025-03-31, VIRTUS OPPORTUNITIES TRUST held 145,400.00 shares of Iron Mountain Inc(IRM), totaling $12.51 Mil. This investment constitutes 3.5% of their stock portfolio, and VIRTUS OPPORTUNITIES TRUST now holds 0.05% of the outstanding Iron Mountain Inc(IRM) stock.

The initial trade took place in 2024Q1. And since then Virtus Duff & Phelps Real Estate Securities Fund has made 4 purchases of IRM, at an average price of $74.80, for a total of 186,700.00 shares. In addition, there have been 1 sales at an average price of $106.96 for 41,300.00 shares. Based on historical transaction data and IRM's current price of $102.30, Virtus Duff & Phelps Real Estate Securities Fund's estimated gain on his IRM holdings is $5.33 Mil, reflecting a 38.14% gain to date.

Virtus Duff & Phelps Real Estate Securities Fund IRM ($102.30) Holding Chart

Virtus Duff & Phelps 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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