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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CBRE Investment Management Listed Real Assets's IRM Position: Q1 2026 in Review

CBRE Investment Management Listed Real Assets reduced its Iron Mountain (IRM) stake by 14% in Q1 2026, selling an estimated $20.8M and leaving 1,237,915 shares worth $126M. The position accounts for 1.87% of the portfolio, ranked #18.

CBRE Investment Management Listed Real Assets first reported a position in IRM in Q2 2017 and has held it in 23 quarters since. The position peaked at $207M in Q4 2017. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • CBRE Investment Management Listed Real Assets held 1,237,915 shares of Iron Mountain worth $126M as of Q1 2026.
  • CBRE Investment Management Listed Real Assets sold 208,682 Iron Mountain shares in Q1 2026, an estimated $20.8M.
  • Iron Mountain made up 1.87% of CBRE Investment Management Listed Real Assets's portfolio in Q1 2026, its #18 holding.
  • CBRE Investment Management Listed Real Assets first reported a position in Iron Mountain in Q2 2017 and has held it in 23 quarters since.
  • CBRE Investment Management Listed Real Assets's Iron Mountain position peaked at $207M in Q4 2017.
  • 1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on CBRE Investment Management Listed Real Assets's 13F filing for Q1 2026, filed 14 May 2026.