Waterfront Capital Partners’s Iron Mountain IRM Stock Holding History

Waterfront Capital Partners’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 Q4	–	Sell	-115,286	Closed	-$11.8M	–	11
2025 Q3	$11.8M	Sell	115,286 -95,187	-45%	-$9.17M	7.69%	1
2025 Q2	$21.6M	Sell	210,473 -114,647	-35%	-$10.8M	5.29%	3
2025 Q1	$28M	Buy	325,120 +87,273	+37%	+$8.41M	4.79%	7
2024 Q4	$25M	Sell	237,847 -2,745	-1%	-$323K	4.59%	7
2024 Q3	$28.6M	Sell	240,592 -197,141	-45%	-$21.1M	3.93%	8
2024 Q2	$39.2M	Buy	437,733 +182,733	+72%	+$14.8M	4.61%	7
2024 Q1	$20.5M	Buy	+255,000	New	+$18.5M	1.84%	27

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Waterfront Capital Partners's IRM Position: Q4 2025 in Review

Waterfront Capital Partners sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 115,286 shares — an estimated $11.8M sold.

Waterfront Capital Partners first reported a position in IRM in Q1 2024 and held it in 7 quarters. The position peaked at $39.2M in Q2 2024. 1,006 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

Waterfront Capital Partners reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
Waterfront Capital Partners sold 115,286 Iron Mountain shares in Q4 2025, an estimated $11.8M.
Waterfront Capital Partners first reported a position in Iron Mountain in Q1 2024 and held it in 7 quarters.
Waterfront Capital Partners's Iron Mountain position peaked at $39.2M in Q2 2024.
1,006 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Waterfront Capital Partners's 13F filing for Q4 2025.