TNAM
IRM icon

Terra Nova Asset Management’s Iron Mountain IRM Stock Holding History

Terra Nova Asset 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
2025
Q1 		– Sell
-32,890
Closed -$3.46M – 88
2024
Q4 		$3.46M Buy
32,890
+206
+0.6% +$24.2K 2.63% 9
2024
Q3 		$3.88M Buy
32,684
+275
+0.8% +$29.4K 2.88% 5
2024
Q2 		$2.9M Buy
32,409
+120
+0.4% +$9.71K 2.29% 10
2024
Q1 		$2.59M Buy
32,289
+3,700
+13% +$268K 2.06% 17
2023
Q4 		$2M Buy
28,589
+7,505
+36% +$471K 1.75% 21
2023
Q3 		$1.2M Hold
21,084
– – 1.09% 42
2023
Q2 		$1.2M Buy
21,084
+338
+2% +$18.5K 1.09% 42
2023
Q1 		$1.1M Buy
20,746
+687
+3% +$36K 1.08% 44
2022
Q4 		$1,000K Buy
20,059
+1,994
+11% +$101K 1.05% 44
2022
Q3 		$794K Sell
18,065
-39
-0.2% -$1.97K 0.87% 49
2022
Q2 		$881K Buy
+18,104
New +$953K 0.98% 42
2018
Q4 		$1.45M Buy
44,590
+10,650
+31% +$349K 3.89% 5
2018
Q3 		$1.17M Buy
+33,940
New +$1.21M 1.77% 28
2017
Q1 		– Sell
-19,055
Closed -$619K – 73
2016
Q4 		$619K Sell
19,055
-765
-4% -$25.4K 1.25% 35
2016
Q3 		$744K Buy
+19,820
New +$764K 1.62% 27
2016
Q2 		– Sell
-22,345
Closed -$758K – 87
2016
Q1 		$758K Buy
22,345
+1,000
+5% +$28.7K 0.89% 45
2015
Q4 		$577K Hold
21,345
– – 0.64% 49
2015
Q3 		$662K Sell
21,345
-54,547
-72% -$1.63M 0.59% 45
2015
Q2 		$2.35M Buy
75,892
+6,353
+9% +$222K 1.93% 18
2015
Q1 		$2.54M Buy
+69,539
New +$2.68M 2.1% 11

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Terra Nova Asset Management's IRM Position: Q1 2025 in Review

Terra Nova Asset Management sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 32,890 shares — an estimated $3.46M sold.

Terra Nova Asset Management first reported a position in IRM in Q1 2015 and held it in 20 quarters. The position peaked at $3.88M in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

  • Terra Nova Asset Management reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
  • Terra Nova Asset Management sold 32,890 Iron Mountain shares in Q1 2025, an estimated $3.46M.
  • Terra Nova Asset Management first reported a position in Iron Mountain in Q1 2015 and held it in 20 quarters.
  • Terra Nova Asset Management's Iron Mountain position peaked at $3.88M in Q3 2024.
  • 994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Terra Nova Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.