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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
2026
Q2 		$392K Buy
+3,100
New +$380K 0.02% 33
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AEW Capital Management's IRM Position: Q2 2026 in Review

AEW Capital Management opened a new position in Iron Mountain (IRM) in Q2 2026: 3,100 shares worth $392K. The stake represents 0.02% of the portfolio and ranks #33 among its holdings. This is a return to the name: AEW Capital Management previously reported a position in IRM as recently as Q3 2025.

AEW Capital Management first reported a position in IRM in Q4 2022 and has held it in 13 quarters since. The position peaked at $71.4M in Q4 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • AEW Capital Management held 3,100 shares of Iron Mountain worth $392K as of Q2 2026.
  • Iron Mountain was a new AEW Capital Management position in Q2 2026.
  • Iron Mountain made up 0.02% of AEW Capital Management's portfolio in Q2 2026, its #33 holding.
  • AEW Capital Management first reported a position in Iron Mountain in Q4 2022 and has held it in 13 quarters since.
  • AEW Capital Management's Iron Mountain position peaked at $71.4M in Q4 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on AEW Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.