AEW Capital Management’s Iron Mountain IRM Stock Holding History

AEW Capital 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 Q4	–	Sell	-315,257	Closed	-$32.1M	–	42
2025 Q3	$32.1M	Sell	315,257 -304,420	-49%	-$29.3M	1.79%	17
2025 Q2	$63.6M	Sell	619,677 -49,590	-7%	-$4.67M	3.35%	9
2025 Q1	$57.6M	Sell	669,267 -9,620	-1%	-$927K	2.82%	10
2024 Q4	$71.4M	Buy	678,887 +242,490	+56%	+$28.5M	3.45%	9
2024 Q3	$51.9M	Sell	436,397 -152,503	-26%	-$16.3M	2.23%	15
2024 Q2	$52.8M	Buy	588,900 +456,780	+346%	+$37M	2.55%	15
2024 Q1	$10.6M	Sell	132,120 -48,870	-27%	-$3.54M	0.52%	37
2023 Q4	$12.7M	Hold	180,990	–	–	0.46%	38
2023 Q3	$10.8M	Buy	180,990 +73,960	+69%	+$4.52M	0.45%	36
2023 Q2	$6.08M	Sell	107,030 -35,880	-25%	-$1.96M	0.23%	42
2023 Q1	$7.56M	Buy	142,910 +21,280	+17%	+$1.12M	0.28%	45
2022 Q4	$6.06M	Buy	+121,630	New	+$6.14M	0.24%	44

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AEW Capital Management's IRM Position: Q4 2025 in Review

AEW Capital Management sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 315,257 shares — an estimated $32.1M sold.

AEW Capital Management first reported a position in IRM in Q4 2022 and held it in 12 quarters. The position peaked at $71.4M in Q4 2024. 1,007 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

AEW Capital Management reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
AEW Capital Management sold 315,257 Iron Mountain shares in Q4 2025, an estimated $32.1M.
AEW Capital Management first reported a position in Iron Mountain in Q4 2022 and held it in 12 quarters.
AEW Capital Management's Iron Mountain position peaked at $71.4M in Q4 2024.
1,007 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on AEW Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.