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Harrison Street Securities’s Iron Mountain IRM Stock Holding History

Harrison Street Securities’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
2014
Q1 		– Sell
-109,585
Closed -$3.07M – 30
2013
Q4 		$3.07M Sell
109,585
-18,654
-15% -$478K 1.56% 29
2013
Q3 		$3.2M Sell
128,239
-13,990
-10% -$355K 2.14% 24
2013
Q2 		$3.5M Buy
+142,229
New +$4.59M 2.37% 20

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Harrison Street Securities's IRM Position: Q1 2014 in Review

Harrison Street Securities sold out of Iron Mountain (IRM) in Q1 2014, closing a stake of 109,585 shares — an estimated $3.07M sold.

Harrison Street Securities first reported a position in IRM in Q2 2013 and held it in 3 quarters. The position peaked at $3.5M in Q2 2013. 334 funds tracked by Wall St. Rank hold IRM as of Q1 2014.

  • Harrison Street Securities reported no remaining Iron Mountain position as of Q1 2014 after selling out during the quarter.
  • Harrison Street Securities sold 109,585 Iron Mountain shares in Q1 2014, an estimated $3.07M.
  • Harrison Street Securities first reported a position in Iron Mountain in Q2 2013 and held it in 3 quarters.
  • Harrison Street Securities's Iron Mountain position peaked at $3.5M in Q2 2013.
  • 334 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2014.

Based on Harrison Street Securities's 13F filing for Q1 2014, filed 9 May 2014.