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American Assets Capital Advisers’s Iron Mountain IRM Stock Holding History

American Assets Capital Advisers’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
Q3 		$2.49M Buy
24,433
+1,464
+6% +$141K 2.63% 14
2025
Q2 		$2.36M Sell
22,969
-34,224
-60% -$3.23M 2.37% 14
2025
Q1 		$4.92M Buy
57,193
+52,200
+1,045% +$5.03M 2.06% 16
2024
Q4 		$525K Sell
4,993
-325
-6% -$38.2K 0.18% 39
2024
Q3 		$632K Sell
5,318
-67,216
-93% -$7.19M 0.19% 35
2024
Q2 		$6.5M Buy
72,534
+47,035
+184% +$3.81M 2.06% 21
2024
Q1 		$2.05M Buy
+25,499
New +$1.85M 0.58% 30
2023
Q4 		– Sell
-18,300
Closed -$1.09M – 34
2023
Q3 		$1.09M Hold
18,300
– – 0.31% 30
2023
Q2 		$1.04M Hold
18,300
– – 0.26% 30
2023
Q1 		$968K Buy
+18,300
New +$959K 0.23% 31

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Assets Capital Advisers's IRM Position: Q3 2025 in Review

American Assets Capital Advisers increased its Iron Mountain (IRM) stake by 6.4% in Q3 2025, buying an estimated $141K and bringing the position to 24,433 shares worth $2.49M. The position accounts for 2.63% of the portfolio, ranked #14.

American Assets Capital Advisers first reported a position in IRM in Q1 2023 and has held it in 10 quarters since. The position peaked at $6.5M in Q2 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • American Assets Capital Advisers held 24,433 shares of Iron Mountain worth $2.49M as of Q3 2025.
  • American Assets Capital Advisers bought 1,464 Iron Mountain shares in Q3 2025, an estimated $141K.
  • Iron Mountain made up 2.63% of American Assets Capital Advisers's portfolio in Q3 2025, its #14 holding.
  • American Assets Capital Advisers first reported a position in Iron Mountain in Q1 2023 and has held it in 10 quarters since.
  • American Assets Capital Advisers's Iron Mountain position peaked at $6.5M in Q2 2024.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on American Assets Capital Advisers's 13F filing for Q3 2025, filed 4 Nov 2025.