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Realta Investment Advisors’s Iron Mountain IRM Stock Holding History

Realta Investment Advisors’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
2024
Q3 		– Sell
-7,426
Closed -$666K – 548
2024
Q2 		$666K Sell
7,426
-708
-9% -$57.3K 0.13% 177
2024
Q1 		$652K Sell
8,134
-201
-2% -$14.5K 0.13% 182
2023
Q4 		$583K Sell
8,335
-5,388
-39% -$338K 0.13% 193
2023
Q3 		$780K Buy
13,723
+310
+2% +$18.9K 0.18% 130
2023
Q2 		$762K Buy
13,413
+707
+6% +$38.7K 0.17% 141
2023
Q1 		$672K Buy
12,706
+1,940
+18% +$102K 0.16% 146
2022
Q4 		$537K Buy
10,766
+378
+4% +$19.1K 0.13% 197
2022
Q3 		$457K Buy
10,388
+463
+5% +$23.4K 0.12% 203
2022
Q2 		$490K Sell
9,925
-72
-0.7% -$3.79K 0.12% 192
2022
Q1 		$554K Buy
9,997
+2,083
+26% +$99.2K 0.11% 197
2021
Q4 		$414K Buy
7,914
+1,023
+15% +$48.4K 0.09% 247
2021
Q3 		$299K Buy
6,891
+45
+0.7% +$2.02K 0.07% 298
2021
Q2 		$290K Buy
6,846
+641
+10% +$26.9K 0.07% 294
2021
Q1 		$230K Buy
+6,205
New +$207K 0.06% 327
2020
Q1 		– Sell
-3,748
Closed -$118K – 844
2019
Q4 		$118K Sell
3,748
-1,551
-29% -$50.9K 0.03% 457
2019
Q3 		$169K Sell
5,299
-1,658
-24% -$52.1K 0.05% 361
2019
Q2 		$217K Sell
6,957
-1,844
-21% -$60.4K 0.06% 314
2019
Q1 		$310K Buy
+8,801
New +$311K 0.14% 197

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Realta Investment Advisors's IRM Position: Q3 2024 in Review

Realta Investment Advisors sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 7,426 shares — an estimated $666K sold.

Realta Investment Advisors first reported a position in IRM in Q1 2019 and held it in 18 quarters. The position peaked at $780K in Q3 2023. 1,050 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • Realta Investment Advisors reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 7,426 Iron Mountain shares in Q3 2024, an estimated $666K.
  • Realta Investment Advisors first reported a position in Iron Mountain in Q1 2019 and held it in 18 quarters.
  • Realta Investment Advisors's Iron Mountain position peaked at $780K in Q3 2023.
  • 1,050 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.