Heitman Real Estate Securities’s Iron Mountain IRM Stock Holding History

Heitman Real Estate Securities’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	$26.5M	Sell	259,594 -230,954	-47%	-$23M	1.91%	15
2025 Q4	$40.7M	Buy	490,548 +16,180	+3%	+$1.51M	2.86%	12
2025 Q3	$48.4M	Buy	474,368 +10,850	+2%	+$1.05M	3.3%	6
2025 Q2	$47.5M	Sell	463,518 -76,519	-14%	-$7.21M	3.37%	9
2025 Q1	$46.5M	Buy	540,037 +388,353	+256%	+$37.4M	3.01%	10
2024 Q4	$15.9M	Sell	151,684 -458,516	-75%	-$53.9M	1.03%	30
2024 Q3	$72.5M	Sell	610,200 -155,361	-20%	-$16.6M	3.95%	6
2024 Q2	$68.6M	Sell	765,561 -173,772	-18%	-$14.1M	4.34%	8
2024 Q1	$75.3M	Buy	939,333 +296,862	+46%	+$21.5M	4.29%	5
2023 Q4	$45M	Sell	642,471 -226,348	-26%	-$14.2M	2.42%	19
2023 Q3	$51.7M	Buy	+868,819	New	+$53.1M	3.11%	11

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Heitman Real Estate Securities's IRM Position: Q1 2026 in Review

Heitman Real Estate Securities reduced its Iron Mountain (IRM) stake by 47% in Q1 2026, selling an estimated $23M and leaving 259,594 shares worth $26.5M. The position accounts for 1.91% of the portfolio, ranked #15.

Heitman Real Estate Securities first reported a position in IRM in Q3 2023 and has held it in 11 quarters since. The position peaked at $75.3M in Q1 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Heitman Real Estate Securities held 259,594 shares of Iron Mountain worth $26.5M as of Q1 2026.
Heitman Real Estate Securities sold 230,954 Iron Mountain shares in Q1 2026, an estimated $23M.
Iron Mountain made up 1.91% of Heitman Real Estate Securities's portfolio in Q1 2026, its #15 holding.
Heitman Real Estate Securities first reported a position in Iron Mountain in Q3 2023 and has held it in 11 quarters since.
Heitman Real Estate Securities's Iron Mountain position peaked at $75.3M in Q1 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Heitman Real Estate Securities's 13F filing for Q1 2026, filed 15 May 2026.