MOODY NATIONAL BANK TRUST DIVISION IRM — IRON MOUNTAIN INC REIT

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  42 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported IRON MOUNTAIN INC REIT (IRM) in 42 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.33% in 2024 Q3. The latest visible filing shows IRM at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY NATIONAL BANK TRUST DIVISION's position in IRON MOUNTAIN INC REIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IRM was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IRM stock page MOODY NATIONAL BANK TRUST DIVISION fund profile MOODY NATIONAL BANK TRUST DIVISION full holdings
How MOODY NATIONAL BANK TRUST DIVISION held IRM — position size vs. price
% of Fund (quarterly)    IRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 11,232 +22 +0.2% 0.12% $1.4M 2026-07-07 $114.86
2026 Q1 ADDED — — — 11,210 +398 +3.7% 0.11% $1.1M 2026-04-09 $107.12
2025 Q4 REDUCED 42.9% +24.1% ❌ 10,812 -8,130 -42.9% 0.09% $897K 2026-01-12 $87.49
2025 Q3 REDUCED 25.5% -18.1% ✅ 18,942 -6,482 -25.5% 0.16% $1.9M 2025-10-06 $102.91
2025 Q2 ADDED — — — 25,424 +1,474 +6.2% 0.24% $2.6M 2025-07-10 $94.96
2025 Q1 ADDED — — — 23,950 +22 +0.1% 0.21% $2.1M 2025-04-04 $73.50
2024 Q4 REDUCED 8.4% -17.4% ✅ 23,928 -2,187 -8.4% 0.26% $2.5M 2025-01-13 $96.47
2024 Q3 ADDED — — — 26,115 +6,786 +35.1% 0.33% $3.1M 2024-10-03 $111.03
2024 Q2 ADDED — — — 19,329 +626 +3.3% 0.13% $1.7M 2024-07-03 $85.52
2024 Q1 ADDED — — — 18,703 +410 +2.2% 0.12% $1.5M 2024-04-04 $72.79
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IRM

As of 2026 Q2 — sorted by position size

Vert Asset Management LLC 3Y 5.34% Contour Asset Management LLC 3Y 7Y 3.81% Marble Harbor Investment Counsel, LLC 3Y 7Y 3.79% B&I Capital AG 3Y 3.77% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 3.66% DigitalBridge Group, Inc. 3Y 3.46% O'Neil Global Advisors, Inc. 3Y 3.2% AR ASSET MANAGEMENT INC 3Y 7Y 3.02% HEITMAN REAL ESTATE SECURITIES LLC 3Y 7Y 2.9% Pensionfund PDN 3Y 7Y 2.76%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and IRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY NATIONAL BANK TRUST DIVISION reported owning IRM?

MOODY NATIONAL BANK TRUST DIVISION reported IRM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IRM position in MOODY NATIONAL BANK TRUST DIVISION's portfolio?

The largest reported portfolio weight for IRM was 0.33% in 2024 Q3.

What is the latest reported IRM position on this page?

The most recent filing on this page is 2026 Q2, when MOODY NATIONAL BANK TRUST DIVISION reported 11,232 shares, equal to 0.12% of portfolio, with an estimated market value of $1.4M.

What does the chart on this IRM ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION's quarterly IRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MOODY NATIONAL BANK TRUST DIVISION time their IRM position?

Based on 13F filing dates vs. subsequent IRM price moves, MOODY NATIONAL BANK TRUST DIVISION correctly timed 20 out of 32 reported position changes (62%). The annualised alpha on IRM relative to SPY over the holding period was +2.2%.

← Back to MOODY NATIONAL BANK TRUST DIVISION Holdings