2 hours ago
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Soumya Eswaran
Mon, December 29, 2025 astatine 8:47 AM CST 3 min read
TCW funds, an concern absorption company, released its “TCW Global Real Estate Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The money (I Share) returned +2.37% successful the 4th compared to +4.50% for the S&P Global REIT Index. The overweight allocation successful Diversified Real Estate Activities had a favorable interaction connected the fund’s comparative show successful the quarter, portion the overweight successful Telecom Tower REITs had a antagonistic effect. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.
In its third-quarter 2025 capitalist letter, TCW Global Real Estate Fund highlighted stocks specified arsenic Iron Mountain Incorporated (NYSE:IRM). Iron Mountain Incorporated (NYSE:IRM) is simply a REIT that provides retention and accusation absorption solutions. The one-month instrumentality of Iron Mountain Incorporated (NYSE:IRM) was -1.01%, and its shares mislaid 20.93% of their worth implicit the past 52 weeks. On December 26, 2025, Iron Mountain Incorporated (NYSE:IRM) banal closed astatine $81.99 per share, with a marketplace capitalization of $24.235 billion.
TCW Global Real Estate Fund stated the pursuing regarding Iron Mountain Incorporated (NYSE:IRM) successful its 3rd 4th 2025 capitalist letter:
"Iron Mountain Incorporated (NYSE:IRM) (IRM; 2.71%**; Other Specialized Reits) – Iron Mountain (IRM) is the planetary person successful the records absorption industry, and has recovered an inflection successful maturation complaint down caller maturation ventures that see information centers, tech hardware recycling, planetary insubstantial retention markets, and integer solutions (digitizing insubstantial records, structuring the data, pulling AI insights from data). We judge that the institution is well-positioned to payment from betterment of the company’s datacenter segment, the durability of the Records Management Business, and the company’s starring marketplace stock successful the precise fragmented Asset Lifecycle Management industry."
Iron Mountain Incorporated (NYSE:IRM) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 37 hedge money portfolios held Iron Mountain Incorporated (NYSE:IRM) astatine the extremity of the 3rd quarter, compared to 47 successful the erstwhile quarter. In the 3rd 4th of 2025, Iron Mountain Incorporated’s (NYSE:IRM) revenue increased 13% to $1.8 billion. While we admit the imaginable of Iron Mountain Incorporated (NYSE:IRM) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
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