HCM
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HGI Capital Management’s Iron Mountain IRM Stock Holding History

HGI Capital Management’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
2023
Q4 		– Sell
-5,504
Closed -$327K – 49
2023
Q3 		$327K Sell
5,504
-28,686
-84% -$1.75M 0.37% 38
2023
Q2 		$1.94M Buy
+34,190
New +$1.87M 0.93% 34

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HGI Capital Management's IRM Position: Q4 2023 in Review

HGI Capital Management sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 5,504 shares — an estimated $327K sold.

HGI Capital Management first reported a position in IRM in Q2 2023 and held it in 2 quarters. The position peaked at $1.94M in Q2 2023. 892 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

  • HGI Capital Management reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
  • HGI Capital Management sold 5,504 Iron Mountain shares in Q4 2023, an estimated $327K.
  • HGI Capital Management first reported a position in Iron Mountain in Q2 2023 and held it in 2 quarters.
  • HGI Capital Management's Iron Mountain position peaked at $1.94M in Q2 2023.
  • 892 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on HGI Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.