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Disclosery

IRM IRON MTN INC DEL

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REIT (common), issuer CIK 1020569

1,046 managers (1,069 13F filers) reported a position in IRM shares at 2024-12-31, 237,274,848 shares in all. 76 filers opened a position and 109 filers sold out during the quarter.

Managers
1,046
13F filers
1,069
New
76
Added
363
Reduced
409
Sold out
109
Shares held by filers
237,274,848

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Spire Wealth Managementin group Spire Wealth Management15,374$1.62M0.05%+2,30513F-HRTimelineGroup
CHOREO, LLC15,066$1.57M0.02%-73813F-HRTimeline
Merit Financial Group, LLC14,933$1.57M0.03%+7,13713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC14,931$1.57M0.01%-5,60513F-HRTimelineGroup
DENALI ADVISORS LLC14,699$1.55M0.16%+19413F-HRTimeline
CORRADO ADVISORS, LLC14,541$1.53M1%-6,83613F-HRTimeline
Beacon Financial Advisory LLC14,464$1.52M0.49%-11913F-HRTimeline
Prana Capital Management, LP14,434$1.52M0.07%-69,09213F-HRTimeline
Truvestments Capital LLC14,416$1.52M0.39%+14313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,378$1.51M0.02%-1,06213F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.14,336$1.51M0.2%-1,56813F-HRTimeline
Comprehensive Money Management Services…14,263$1.5M1.24%13F-HRTimeline
RFG Advisory, LLC14,178$1.49M0.04%-55313F-HRTimeline
REIK & CO., LLC14,080$1.48M0.36%013F-HRTimeline
Colonial River Investments, LLC14,018$1.47M0.71%+4,99713F-HRTimeline
INSPIRE TRUST CO, N.A.14,000$1.47M0.38%-2,00013F-HRTimeline
HERBST GROUP, LLC13,975$1.47M0.92%-22513F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD13,940$1.47M0.05%-40013F-HRTimeline
Coppell Advisory Solutions LLC14,026$1.45M0.2%+26613F-HRTimeline
Creekmur Asset Management LLC13,814$1.45M0.33%-3,67113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,628$1.43M0.03%-1,93213F-HRTimelineGroup
E. Ohman J:or Asset Management AB13,603$1.43M0.03%+1,45013F-HRTimeline
CWA Asset Management Group, LLC13,568$1.43M0.07%+11,54913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC13,545$1.42M0.09%+7613F-HRTimeline
DELPHI MANAGEMENT INC /MA/13,511$1.42M1.37%-10713F-HRTimeline
ROMAN BUTLER FULLERTON & CO13,650$1.42M0.45%-33013F-HRTimeline
Genesee Capital Advisors, LLC13,389$1.41M0.65%-9413F-HRTimeline
Metis Global Partners, LLC13,345$1.4M0.04%-35513F-HRTimeline
Cubist Systematic Strategies, LLC13,313$1.4M0.02%-3,66513F-HRTimeline
Royal Fund Management, LLC13,177$1.39M0.15%-12,84913F-HRTimeline
WealthBridge Capital Management, LLC13,181$1.39M0.38%+32213F-HRTimeline
Crescent Grove Advisors, LLC13,054$1.38M0.14%+21113F-HRTimeline
MAI Capital Management12,870$1.35M0.01%+313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…12,293$1.35M0.08%-37813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,711$1.34M0.04%+28013F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,702$1.34M-39Timeline
Pathway Financial Advisers, LLC12,619$1.33M0.44%-10613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO12,555$1.32M0.02%+66913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding12,488$1.31M-1,215Timeline
HM PAYSON & CO12,261$1.29M0.02%013F-HRTimeline
Widmann Financial Services, Inc.12,194$1.28M0.99%-1,17013F-HRTimeline
OMERS ADMINISTRATION Corp12,192$1.28M0.01%+2,07313F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC11,955$1.27M0.12%-55713F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC12,009$1.26M0.02%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd11,991$1.26M0.03%new13F-HRTimelineGroup
Lombard Odier Asset Management (Switzer…11,965$1.26M0.09%+46913F-HRTimeline
Focus Financial Network, Inc.11,797$1.25M0.05%+313F-HRTimeline
Csenge Advisory Group11,874$1.25M0.07%+57413F-HRTimeline
Kessler Investment Group, LLC11,794$1.24M0.59%-48813F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…11,768$1.24M0.01%-3,39613F-HRTimelineGroup
One Charles Private Wealth Services, LLC11,760$1.24M0.42%+11913F-HRTimeline
HANCOCK WHITNEY CORP11,757$1.24M0.04%+5313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC11,730$1.23M0.01%+39413F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC11,610$1.22M0.7%-20013F-HRTimeline
Savoie Capital LLC11,545$1.21M0.14%013F-HRTimeline
Guardian Asset Advisors, LLC11,441$1.2M0.77%-32313F-HRTimeline
Chesley Taft & Associates LLC11,350$1.19M0.06%-35013F-HRTimeline
Retirement Planning Co of New England, …11,250$1.18M0.57%-813F-HRTimeline
HARBOUR INVESTMENTS, INC.11,203$1.18M0.03%+313F-HRTimeline
Assenagon Asset Management S.A.11,150$1.17M<0.01%-22213F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/11,124$1.17M0.01%-6,18113F-HR/ATimelineGroup
IMC-Chicago, LLC10,973$1.15M0.03%new13F-HRTimeline
Abbot Financial Management, Inc.10,918$1.15M0.57%-11513F-HRTimeline
SVB WEALTH LLC10,878$1.14M0.02%new13F-HRTimeline
INGALLS & SNYDER LLC10,810$1.14M0.04%-27013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.10,803$1.14M0.24%+15813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP10,897$1.13M<0.01%-3,64713F-HRTimeline
B. Riley Wealth Advisors, Inc.10,640$1.13M0.04%-4,85413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,700$1.12M<0.01%new13F-HRTimelineGroup
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…10,643$1.12M0.34%013F-HRTimelineGroup
HUB Investment Partners, LLC10,610$1.12M0.05%+213F-HRTimeline
Perpetual Ltdin group Perpetual Ltd10,570$1.11M0.01%+4,28013F-HRTimelineGroup
iA Global Asset Management Inc.10,505$1.1M0.02%new13F-HRTimeline
IHT Wealth Management, LLC10,421$1.1M0.04%-1,68013F-HRTimeline
Strategic Investment Advisors / MI10,345$1.09M0.12%+25513F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.10,341$1.09M0.04%+2,76813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,339$1.09M0.04%+14213F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC10,331$1.09M0.01%+20213F-HRTimeline
PLIMOTH TRUST CO LLC10,328$1.09M0.28%013F-HRTimeline
Cardinal Point Capital Management ULC10,200$1.08M0.17%new13F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC10,257$1.08M0.33%-68513F-HRTimeline
American Institute for Advanced Investm…10,200$1.07M0.8%-1,17013F-HRTimeline
Sterling Capital Management LLC10,091$1.06M0.01%+2,29613F-HRTimeline
Future Financial Wealth Managment LLC10,015$1.05M0.77%+313F-HRTimeline
Smith Group Asset Management, LLC10,000$1.05M0.08%new13F-HRTimeline
MONTAG A & ASSOCIATES INC9,878$1.05M0.05%-40013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,915$1.04M0.03%+6,90513F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC9,854$1.04M0.1%-6513F-HR/ATimeline
HIGHLAND CAPITAL MANAGEMENT, LLC9,852$1.04M0.06%new13F-HRTimeline
Integrated Wealth Concepts LLC9,781$1.03M0.01%-1,37713F-HRTimeline
Private Advisory Group LLC9,662$1.02M0.11%-44313F-HR/ATimeline
Aspire Private Capital, LLC9,638$1.01M0.25%+25513F-HRTimeline
&PARTNERS9,577$1.01M0.01%+1,28313F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,501$999K0.47%-3413F-HRTimeline
HRT FINANCIAL LP9,500$998K0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…9,348$983K0.32%-30913F-HRTimeline
Laird Norton Wetherby Wealth Management…9,230$970K0.05%+28913F-HRTimeline
Prime Capital Investment Advisors, LLC9,179$965K0.01%-1,23013F-HRTimeline
Axecap Investments, LLC9,149$962K0.72%+51513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC9,147$961K0.02%+5,51113F-HRTimeline
Strait & Sound Wealth Management LLC9,121$959K0.45%+513F-HRTimeline
Ullmann Wealth Partners Group, LLC9,119$958K0.12%+4413F-HRTimeline
TWINBEECH CAPITAL LP9,094$956K0.02%new13F-HRTimeline
Columbia Asset Management9,087$955K0.18%-66013F-HRTimeline
OSTRUM ASSET MANAGEMENT9,028$949K0.08%-37313F-HRTimeline
Founders Financial Alliance, LLC9,007$947K0.26%-48513F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…8,983$944K0.39%-613F-HRTimelineGroup
Orion Porfolio Solutions, LLC8,920$938K0.01%+95713F-HRTimeline
Orion Portfolio Solutions, LLC8,920$938K0.01%+95713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,906$936K0.05%+97713F-HRTimeline
Monument Capital Management8,889$934K0.26%-21813F-HRTimeline
Richard P Slaughter Associates Inc8,847$930K0.21%-1,40513F-HRTimeline
Herold Advisors, Inc.8,756$920K0.2%+113F-HRTimeline
Versor Investments LP8,707$915K0.16%new13F-HRTimeline
Fortitude Family Office, LLC8,695$914K0.33%+14713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8,688$913K0.12%+16213F-HRTimeline
J.W. COLE ADVISORS, INC.8,679$912K0.04%-88713F-HRTimeline
Foundations Investment Advisors, LLC8,607$905K0.02%-1,18013F-HRTimeline
World Investment Advisors8,534$897K0.02%+3,87013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP8,513$895K0.03%new13F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV8,502$894K0.61%13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,772$887K+830Timeline
Bridgefront Capital, LLC8,340$877K0.3%new13F-HRTimeline
Sequoia Financial Advisors, LLC8,293$872K0.01%+64713F-HR/ATimeline
Capital Investment Advisory Services, L…8,283$871K0.08%-17213F-HRTimeline
ATWOOD & PALMER INC8,250$867K0.06%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.8,212$863K0.8%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,171$859K0.05%013F-HRTimelineGroup
Integrated Advisors Network LLC8,168$858K0.04%+3713F-HRTimeline
Mathes Company, Inc.8,150$856K0.31%013F-HRTimeline
Heartland Bank & Trust Co8,139$855K0.46%-26713F-HRTimeline
BAILARD, INC.8,057$847K0.02%013F-HRTimeline
Checchi Capital Advisers, LLC8,034$844K0.06%-31013F-HRTimeline
WEDBUSH SECURITIES INC8,031$844K0.03%+19213F-HRTimeline
RNC CAPITAL MANAGEMENT LLC8,001$841K0.04%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,959$837K0.01%+2713F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…7,949$836K0.12%-1,46513F-HRTimeline
IBEX WEALTH ADVISORS7,908$831K0.1%new13F-HRTimeline
HB Wealth Management, LLC7,891$829K0.01%-1,44613F-HRTimeline
TBH Global Asset Management, LLC7,844$825K0.2%+613F-HRTimeline
Archer Investment Corp7,831$823K0.22%+3113F-HRTimeline
NewEdge Wealth, LLC7,819$822K0.01%-63713F-HRTimeline
Belpointe Asset Management LLC7,250$821K0.05%+11213F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding7,790$820K+4,025Timeline
GM Advisory Group, LLC7,789$819K0.05%013F-HRTimeline
Independence Bank of Kentucky7,724$812K0.12%-4,08613F-HRTimeline
TWO SIGMA ADVISERS, LPin group TWO SIGMA INVESTMENTS, LP7,700$809K<0.01%new13F-HRTimelineGroup
Caprock Group, LLC7,560$800K0.03%+2,51113F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC7,585$797K0.29%+2413F-HRTimeline
GREENLEAF TRUST7,551$794K0.01%+16513F-HRTimeline
True Freedom Investing, LLC7,476$786K0.34%13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC7,471$785K0.07%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC7,393$782K0.02%-5813F-HRTimeline
Outlook Wealth Advisors, LLC7,409$779K0.22%-9413F-HRTimeline
Arete Wealth Advisors, LLC7,390$776K0.06%+1,65013F-HRTimeline
Global Retirement Partners, LLC7,345$772K0.02%-1,50713F-HRTimeline
MADDEN SECURITIES Corp7,300$767K0.31%-7513F-HRTimeline
Beacon Pointe Advisors, LLC7,289$766K0.01%-4,09113F-HRTimeline
Oak Thistle LLC7,221$759K0.23%+3,80013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,182$755K0.02%+7713F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.7,189$755K0.01%-3,52913F-HRTimeline
PINKERTON WEALTH, LLC7,165$753K0.11%+4,89713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,132$750K0.05%-16413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,118$748K<0.01%+4,31013F-HRTimelineGroup
Ellevest, Inc.7,091$745K0.04%+8913F-HRTimeline
STRATEGY ASSET MANAGERS LLC7,084$745K0.14%-1713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,069$743K<0.01%+25613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB7,047$741K0.01%013F-HRTimeline
Verdence Capital Advisors LLC7,028$739K0.06%-213F-HRTimeline
V-Square Quantitative Management LLC7,019$738K0.1%+21413F-HRTimeline
Fiduciary Group, LLC7,000$736K0.07%-25013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,951$731K+102Timeline
MassMutual Private Wealth & Trust, FSB6,936$729K0.02%+5,54113F-HRTimeline
WASHINGTON TRUST Co6,886$724K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC6,840$719K<0.01%-85013F-HRTimelineGroup
Bramshill Investments, LLC6,723$707K0.11%-9013F-HRTimeline
UMB Bank, n.a.6,678$702K0.01%-33,86213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smith Asset Management Co., LLC6,655$700K0.68%13F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co6,655$700K<0.01%+2,57513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.6,646$699K0.04%+8913F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …6,571$691K0.03%-11,41713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,393$672K0.02%+21813F-HRTimelineGroup
SIGNATUREFD, LLC6,241$656K0.01%+21513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,178$649K0.03%+1213F-HRTimeline
Summit Financial, LLC6,135$648K0.02%+1,74413F-HRTimeline
GC Wealth Management RIA, LLC6,152$647K0.11%-37813F-HRTimeline
Hartford Funds Management Co LLC6,082$639K0.06%+1,68413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding6,071$638K-170Timeline
SHEETS SMITH WEALTH MANAGEMENT6,055$636K0.08%-35513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,991$630K0.02%-4,10413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,955$626K0.05%-24513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC6,214$625K0.06%+27913F-HRTimeline
Goldstone Financial Group, LLC5,852$615K0.1%+1,30413F-HRTimeline
EWG Elevate Inc.5,842$614K0.19%-22013F-HRTimeline
Williamson Legacy Group, LLC5,834$613K0.41%new13F-HRTimeline
SeaCrest Wealth Management, LLC5,790$609K0.06%-59613F-HRTimeline
Ballentine Partners, LLC5,781$608K0.01%+38813F-HRTimeline
Summit Trail Advisors, LLC5,704$604K0.02%+92713F-HRTimeline
OneDigital Investment Advisors LLC5,699$599K0.01%-28713F-HRTimeline
Kingsview Wealth Management, LLC5,642$593K0.01%-19113F-HRTimeline