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CBRE Investment Management Listed Real Assets’s Iron Mountain IRM Stock Holding History

CBRE Investment Management Listed Real Assets’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 		$136M Sell
1,072,881
-165,034
-13% -$20.2M 1.89% 16
2026
Q1 		$126M Sell
1,237,915
-208,682
-14% -$20.8M 1.87% 18
2025
Q4 		$120M Buy
1,446,597
+177,130
+14% +$16.6M 1.76% 23
2025
Q3 		$129M Buy
1,269,467
+196,369
+18% +$18.9M 1.85% 17
2025
Q2 		$110M Buy
1,073,098
+300,908
+39% +$28.4M 1.67% 20
2025
Q1 		$66.4M Buy
772,190
+231,162
+43% +$22.3M 1.02% 36
2024
Q4 		$56.9M Buy
541,028
+331,536
+158% +$39M 1.01% 31
2024
Q3 		$24.9M Buy
+209,492
New +$22.4M 0.4% 64
2023
Q1 		– Sell
-1,237,999
Closed -$61.7M – 116
2022
Q4 		$61.7M Buy
1,237,999
+833,378
+206% +$42.1M 1.08% 30
2022
Q3 		$17.8M Sell
404,621
-138,379
-25% -$6.99M 0.32% 65
2022
Q2 		$26.4M Sell
543,000
-13,000
-2% -$684K 0.41% 58
2022
Q1 		$30.8M Buy
556,000
+20,000
+4% +$953K 0.43% 57
2021
Q4 		$28M Buy
+536,000
New +$25.3M 0.4% 56
2021
Q1 		– Sell
-397,200
Closed -$11.7M – 120
2020
Q4 		$11.7M Buy
397,200
+220,888
+125% +$6.13M 0.26% 67
2020
Q3 		$4.72M Buy
176,312
+34,135
+24% +$971K 0.11% 80
2020
Q2 		$3.71M Buy
142,177
+91,757
+182% +$2.32M 0.09% 79
2020
Q1 		$1.2M Buy
+50,420
New +$1.53M 0.03% 92
2019
Q3 		– Sell
-6,967
Closed -$218K – 100
2019
Q2 		$218K Sell
6,967
-5,795
-45% -$190K ﹤0.01% 97
2019
Q1 		$453K Buy
+12,762
New +$451K 0.01% 104
2018
Q3 		– Sell
-1,155,255
Closed -$40.4M – 100
2018
Q2 		$40.4M Sell
1,155,255
-2,349,038
-67% -$79.3M 0.53% 35
2018
Q1 		$115M Sell
3,504,293
-1,991,903
-36% -$67.1M 1.49% 25
2017
Q4 		$207M Buy
5,496,196
+4,073,921
+286% +$162M 2.38% 16
2017
Q3 		$55.3M Buy
1,422,275
+1,261,275
+783% +$47.1M 0.61% 40
2017
Q2 		$5.53M Buy
+161,000
New +$5.63M 0.06% 60

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

CBRE Investment Management Listed Real Assets's IRM Position: Q2 2026 in Review

CBRE Investment Management Listed Real Assets reduced its Iron Mountain (IRM) stake by 13% in Q2 2026, selling an estimated $20.2M and leaving 1,072,881 shares worth $136M. The position accounts for 1.89% of the portfolio, ranked #16.

CBRE Investment Management Listed Real Assets first reported a position in IRM in Q2 2017 and has held it in 24 quarters since. The position peaked at $207M in Q4 2017. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • CBRE Investment Management Listed Real Assets held 1,072,881 shares of Iron Mountain worth $136M as of Q2 2026.
  • CBRE Investment Management Listed Real Assets sold 165,034 Iron Mountain shares in Q2 2026, an estimated $20.2M.
  • Iron Mountain made up 1.89% of CBRE Investment Management Listed Real Assets's portfolio in Q2 2026, its #16 holding.
  • CBRE Investment Management Listed Real Assets first reported a position in Iron Mountain in Q2 2017 and has held it in 24 quarters since.
  • CBRE Investment Management Listed Real Assets's Iron Mountain position peaked at $207M in Q4 2017.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on CBRE Investment Management Listed Real Assets's 13F filing for Q2 2026, filed 14 Aug 2026.