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 Q2	$45.2M	Buy	357,721 +98,127	+38%	+$12M	2.9%	9
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Heitman Real Estate Securities's IRM Position: Q2 2026 in Review

Heitman Real Estate Securities increased its Iron Mountain (IRM) stake by 38% in Q2 2026, buying an estimated $12M and bringing the position to 357,721 shares worth $45.2M. The position accounts for 2.9% of the portfolio, ranked #9.

Heitman Real Estate Securities first reported a position in IRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $75.3M in Q1 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Heitman Real Estate Securities held 357,721 shares of Iron Mountain worth $45.2M as of Q2 2026.
Heitman Real Estate Securities bought 98,127 Iron Mountain shares in Q2 2026, an estimated $12M.
Iron Mountain made up 2.9% of Heitman Real Estate Securities's portfolio in Q2 2026, its #9 holding.
Heitman Real Estate Securities first reported a position in Iron Mountain in Q3 2023 and has held it in 12 quarters since.
Heitman Real Estate Securities's Iron Mountain position peaked at $75.3M in Q1 2024.
1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Heitman Real Estate Securities's 13F filing for Q2 2026, filed 14 Aug 2026.