NorthStar Asset Management (New Jersey)’s Iron Mountain IRM Stock Holding History

NorthStar Asset Management (New Jersey)’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
2026 Q1	$512K	Hold	5,015	–	–	0.25%	54
2025 Q4	$416K	Hold	5,015	–	–	0.19%	69
2025 Q3	$511K	Hold	5,015	–	–	0.24%	57
2025 Q2	$514K	Hold	5,015	–	–	0.27%	54
2025 Q1	$431K	Hold	5,015	–	–	0.27%	54
2024 Q4	$527K	Sell	5,015 -9	-0.2%	-$1.06K	0.34%	50
2024 Q3	$597K	Hold	5,024	–	–	0.4%	47
2024 Q2	$450K	Hold	5,024	–	–	0.31%	53
2024 Q1	$403K	Hold	5,024	–	–	0.31%	54
2023 Q4	$352K	Buy	+5,024	New	+$315K	0.32%	54

Other funds holding IRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NorthStar Asset Management (New Jersey)'s IRM Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) held its Iron Mountain (IRM) position steady in Q1 2026 at 5,015 shares worth $512K. The position accounts for 0.25% of the portfolio, ranked #54.

NorthStar Asset Management (New Jersey) first reported a position in IRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $597K in Q3 2024. 1,084 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

NorthStar Asset Management (New Jersey) held 5,015 shares of Iron Mountain worth $512K as of Q1 2026.
NorthStar Asset Management (New Jersey) left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up 0.25% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #54 holding.
NorthStar Asset Management (New Jersey) first reported a position in Iron Mountain in Q4 2023 and has held it in 10 quarters since.
NorthStar Asset Management (New Jersey)'s Iron Mountain position peaked at $597K in Q3 2024.
1,084 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.