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IRM - Iron Mountain Inc Stock Price, Fair Value and News
77.22
USD
-0.97
(-1.24%)
Market Closed
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IRM
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Funds-Owners-Holders
Which funds bought or sold IRM recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-24
EDMP, INC.
UNCHANGED
Premium
Premium
Premium
Premium
4,387
2024-04-24
RAYMOND JAMES TRUST N.A.
REDUCED
Premium
Premium
Premium
Premium
7,437
2024-04-24
PROFFITT & GOODSON INC
UNCHANGED
Premium
Premium
Premium
Premium
825
2024-04-24
Essex Financial Services, Inc.
REDUCED
Premium
Premium
Premium
Premium
6,022
2024-04-24
BROWN ADVISORY INC
ADDED
Premium
Premium
Premium
Premium
10,232
2024-04-24
Robeco Institutional Asset Management B.V.
ADDED
Premium
Premium
Premium
Premium
300,385
2024-04-24
Cambridge Investment Research Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
154,408
2024-04-24
Cubic Asset Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
27,525
2024-04-24
IMA Wealth, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
2,954
2024-04-24
DekaBank Deutsche Girozentrale
REDUCED
Premium
Premium
Premium
Premium
1,126,010
2024-04-24
Assenagon Asset Management S.A.
REDUCED
Premium
Premium
Premium
Premium
10,927
2024-04-24
Catalyst Capital Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
46,425
2024-04-24
Segment Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
2,600
2024-04-24
Dakota Wealth Management
REDUCED
Premium
Premium
Premium
Premium
2,505
2024-04-24
Trinity Legacy Partners, LLC
REDUCED
Premium
Premium
Premium
Premium
54,537
2024-04-24
Carmichael Hill & Associates, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
143
2024-04-24
Summit Financial, LLC
NEW
Premium
Premium
Premium
Premium
3,269
2024-04-24
1900 WEALTH MANAGEMENT LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-24
H&H Retirement Design & Management INC
UNCHANGED
Premium
Premium
Premium
Premium
8,697
2024-04-24
IAG Wealth Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
295
2024-04-24
CHILDRESS CAPITAL ADVISORS, LLC
REDUCED
Premium
Premium
Premium
Premium
13,020
2024-04-24
Spire Wealth Management
ADDED
Premium
Premium
Premium
Premium
11,487
2024-04-24
Border to Coast Pensions Partnership Ltd
UNCHANGED
Premium
Premium
Premium
Premium
561,040
2024-04-24
Newbridge Financial Services Group, Inc.
NEW
Premium
Premium
Premium
Premium
701
2024-04-24
Simplicity Wealth,LLC
NEW
Premium
Premium
Premium
Premium
16,521
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1–25 of 1047
Which funds are the top buyers of IRM?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
46,275,100
3,238,330,000
0.07%
BlackRock Inc.
23,272,800
1,628,630,000
0.04%
COHEN & STEERS, INC.
22,475,600
1,572,940,000
3.18%
STATE STREET CORP
13,792,900
973,916,000
0.05%
GEODE CAPITAL MANAGEMENT, LLC
7,064,780
493,198,000
0.05%
DEUTSCHE BANK AG\
4,679,210
327,451,000
0.17%
DIMENSIONAL FUND ADVISORS LP
4,288,400
300,106,000
0.09%
Capital World Investors
4,117,080
288,113,000
0.05%
Daiwa Securities Group Inc.
4,086,320
285,960,000
1.78%
MORGAN STANLEY
3,685,810
257,933,000
0.02%
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10
1–10 of 96
Which funds have put a big percent of portfolio in IRM?
Fund Name
$ Value
% Port.
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
7,629,000
5.81%
Hall Private Wealth Advisors
8,151,010
5.48%
Vert Asset Management LLC
9,777,840
4.11%
Marble Harbor Investment Counsel, LLC
31,733,600
3.90%
COHEN & STEERS, INC.
1,572,940,000
3.18%
NIA IMPACT ADVISORS, LLC
4,784,020
2.72%
Werlinich Asset Management, LLC
4,142,440
2.70%
American Trust Investment Advisors, LLC
5,030,440
2.61%
UNITED BANK
20,152,100
2.53%
Pensionfund DSM Netherlands
4,612,000
2.47%
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10
1–10 of 98
Trend of No. of funds that hold IRM
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
228,391,000
Point72 Asset Management, L.P.
44,720,700
J.P. Morgan Private Wealth Advisors LLC
38,430,000
Alyeska Investment Group, L.P.
10,189,300
Polar Asset Management Partners Inc.
9,839,190
Susquehanna Portfolio Strategies, LLC
6,388,960
Amalgamated Financial Corp.
5,857,000
Empowered Funds, LLC
4,502,510
Additions
Fund Name
% Increased
Kistler-Tiffany Companies, LLC
12,200
Allworth Financial LP
6,889
AGF INVESTMENTS INC.
2,454
Smithfield Trust Co
1,506
Credit Agricole S A
1,486
Edgestream Partners, L.P.
736
CIBC WORLD MARKETS CORP
734
Robeco Institutional Asset Management B.V.
612
Reductions
Fund Name
% Reduced
TFC Financial Management, Inc.
-99.05
Meiji Yasuda Asset Management Co Ltd.
-96.19
DUALITY ADVISERS, LP
-90.77
Impact Partnership Wealth, LLC
-88.25
ING GROEP NV
-86.19
Ignite Planners, LLC
-84.86
SG Americas Securities, LLC
-83.97
Symphony Financial, Ltd. Co.
-81.69
Sold off
Fund Name
$ Sold
ExodusPoint Capital Management, LP
-16,475,000
Gilman Hill Asset Management, LLC
-12,469,300
MARSHALL WACE, LLP
-5,813,440
Point72 Middle East FZE
-4,278,200
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
-3,734,290
Ergoteles LLC
-3,404,370
RATIONAL ADVISORS LLC
-3,320,550
SWARTHMORE GROUP INC
-3,306,000