Scotia Capital’s Iron Mountain IRM Stock Holding History

Scotia Capital’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
2025 Q1	–	Sell	-4,618	Closed	-$486K	–	887
2024 Q4	$486K	Buy	4,618 +126	+3%	+$14.8K	﹤0.01%	627
2024 Q3	$534K	Sell	4,492 -29	-0.6%	-$3.1K	﹤0.01%	606
2024 Q2	$405K	Sell	4,521 -89	-2%	-$7.2K	﹤0.01%	634
2024 Q1	$370K	Hold	4,610	–	–	﹤0.01%	649
2023 Q4	$323K	Sell	4,610 -10	-0.2%	-$627	﹤0.01%	646
2023 Q3	$275K	Sell	4,620 -3,101	-40%	-$189K	﹤0.01%	657
2023 Q2	$439K	Hold	7,721	–	–	﹤0.01%	576
2023 Q1	$409K	Sell	7,721 -1,069	-12%	-$56K	﹤0.01%	584
2022 Q4	$438K	Buy	8,790 +1,300	+17%	+$65.6K	﹤0.01%	577
2022 Q3	$329K	Sell	7,490 -5,616	-43%	-$284K	﹤0.01%	612
2022 Q2	$638K	Buy	13,106 +6,032	+85%	+$317K	﹤0.01%	533
2022 Q1	$392K	Sell	7,074 -43	-0.6%	-$2.05K	﹤0.01%	677
2021 Q4	$372K	Sell	7,117 -652	-8%	-$30.8K	﹤0.01%	693
2021 Q3	$338K	Buy	7,769 +402	+5%	+$18.1K	﹤0.01%	692
2021 Q2	$312K	Buy	+7,367	New	+$309K	﹤0.01%	711
2016 Q3	–	Sell	-51,662	Closed	-$2.06M	–	804
2016 Q2	$2.06M	Buy	+51,662	New	+$1.88M	0.04%	269

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Scotia Capital's IRM Position: Q1 2025 in Review

Scotia Capital sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 4,618 shares — an estimated $486K sold.

Scotia Capital first reported a position in IRM in Q2 2016 and held it in 16 quarters. The position peaked at $2.06M in Q2 2016. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Scotia Capital reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Scotia Capital sold 4,618 Iron Mountain shares in Q1 2025, an estimated $486K.
Scotia Capital first reported a position in Iron Mountain in Q2 2016 and held it in 16 quarters.
Scotia Capital's Iron Mountain position peaked at $2.06M in Q2 2016.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Scotia Capital's 13F filing for Q1 2025, filed 9 May 2025.