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Disclosery

IRM IRON MTN INC DEL

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REIT (common), issuer CIK 1020569

973 managers (997 13F filers) reported a position in IRM shares at 2025-03-31, 245,210,812 shares in all. 77 filers opened a position and 144 filers sold out during the quarter.

Managers
973
13F filers
997
New
77
Added
350
Reduced
401
Sold out
144
Shares held by filers
245,210,812

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Atria Investments, Inc4,973$428K0.01%-12,37513F-HRTimeline
Beverly Hills Private Wealth, LLC4,887$420K0.08%-4313F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS4,834$416K0.01%+91813F-HRTimelineGroup
Freedom Investment Management, Inc.4,834$416K0.03%+19413F-HRTimeline
Farther Finance Advisors, LLC4,773$415K0.01%+18513F-HRTimeline
Accuvest Global Advisors4,776$411K0.35%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,760$409K0.03%-2,37213F-HRTimelineGroup
Putney Financial Group LLC4,731$407K0.43%-19313F-HRTimeline
High Net Worth Advisory Group LLC4,692$404K0.11%013F-HRTimeline
Advisors Capital Management, LLC4,612$397K0.01%+55313F-HRTimeline
Fortitude Family Office, LLC4,609$397K0.14%-4,08613F-HRTimeline
Farringdon Capital, Ltd.4,540$391K0.2%new13F-HRTimeline
Prospera Financial Services Inc4,536$390K0.01%+1,44513F-HRTimeline
Aspen Investment Management Inc4,531$390K0.18%+40213F-HRTimeline
NorthCoast Asset Management LLC4,515$388K<0.01%+34813F-HR/ATimeline
Welch Group, LLC4,531$386K0.02%013F-HRTimeline
Koshinski Asset Management, Inc.4,471$385K0.03%+5913F-HRTimeline
Teamwork Financial Advisors, LLC4,464$384K0.05%-3013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co4,454$383K0.02%-77713F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,419$380K<0.01%+1,11013F-HRTimelineGroup
Tradewinds, LLC.4,415$380K0.11%013F-HRTimeline
Cornerstone Wealth Management, LLC4,407$379K0.03%+28813F-HRTimeline
Armor Investment Advisors, LLC4,381$377K0.16%-14213F-HRTimeline
M&G PLCin group M&G PLC4,376$376K<0.01%new13F-HRTimelineGroup
SFG Wealth Management, LLC.4,322$372K0.18%013F-HRTimeline
Sculati Wealth Management, LLC4,320$372K0.15%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co4,319$372K<0.01%-2,33613F-HRTimelineGroup
NCP Inc.4,298$370K0.5%+2113F-HRTimeline
Symphony Financial, Ltd. Co.4,264$368K0.22%-13,53513F-HRTimeline
BCO Wealth Management LLC4,275$368K0.29%013F-HRTimeline
Prestige Wealth Management Group LLC4,263$367K0.08%+10313F-HR/ATimeline
Horizon Investments, LLC4,215$363K0.01%+20213F-HRTimeline
Chicago Partners Investment Group LLC3,715$361K0.01%+31913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,188$360K0.01%+213F-HRTimelineGroup
L.M. KOHN & COMPANY4,172$359K0.09%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,150$357K0.06%013F-HRTimeline
Sigma Planning Corp4,140$356K0.01%+86813F-HRTimeline
Wambolt & Associates, LLC4,050$352K0.12%-24913F-HRTimeline
PINNACLE ASSOCIATES LTD4,090$352K0.01%+2513F-HRTimeline
Disciplined Equity Management, Inc.4,085$351K0.24%013F-HRTimeline
Sachetta, LLC4,022$346K0.14%013F-HRTimeline
PROFUND ADVISORS LLC4,021$346K0.02%-90813F-HRTimeline
Axis Wealth Partners, LLC4,020$346K0.26%+313F-HRTimeline
GAMMA Investing LLC3,972$342K0.03%-35713F-HR/ATimeline
Bogart Wealth, LLC3,907$336K0.02%-6413F-HRTimeline
Cornerstone Wealth Group, LLC3,905$336K0.03%+413F-HRTimeline
Cynosure Group, LLC3,853$332K0.05%+98913F-HRTimeline
Catalyst Funds Management Pty Ltd3,848$331K0.09%-90013F-HRTimeline
PARK NATIONAL CORP /OH/3,838$330K0.01%013F-HRTimeline
Curi Capital, LLC3,813$330K0.01%013F-HRTimeline
Ledgewood Wealth Advisors, LLC3,806$327K0.21%013F-HRTimeline
NEXPOINT ASSET MANAGEMENT, L.P.in group NEXPOINT ASSET MANAGEMENT, L.…3,800$327K0.03%013F-HRTimelineGroup
Citizens Business Bank3,800$327K0.07%013F-HRTimeline
Crown Wealth Group, LLC3,797$327K0.17%+3913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,791$326K0.03%+10213F-HRTimeline
Parallel Advisors, LLC3,752$323K0.01%-1313F-HRTimeline
Perigon Wealth Management, LLC3,728$321K0.01%-35613F-HRTimeline
RMR Wealth Builders3,650$317K0.03%-10213F-HRTimeline
Summit Trail Advisors, LLC3,619$315K0.01%-2,08513F-HRTimeline
CWA Asset Management Group, LLC3,647$314K0.02%-9,92113F-HRTimeline
Destination Wealth Management3,646$314K0.01%013F-HRTimeline
ARISTEIA CAPITAL, L.L.C.3,640$313K0.01%+71413F-HRTimeline
Severin Investments, LLC3,631$312K0.31%+18213F-HRTimeline
Cetera Trust Company, N.A3,625$312K0.2%013F-HRTimeline
MBB PUBLIC MARKETS I LLC3,604$310K0.04%new13F-HR/ATimeline
Three Magnolias Financial Advisors, LLC3,600$310K0.26%013F-HRTimeline
Clarius Group, LLC3,595$309K0.02%+1,62313F-HRTimeline
Strategic Blueprint, LLC3,592$309K0.02%-20613F-HRTimeline
Marex Group Ltdin group Marex Group Ltd3,578$308K0.01%-92013F-HRTimelineGroup
Monument Capital Management3,553$306K0.09%-5,33613F-HRTimeline
Palacios Wealth Management, LLC3,525$303K0.23%013F-HRTimeline
Onyx Bridge Wealth Group LLC3,520$303K0.04%-14113F-HRTimeline
AIRE ADVISORS, LLC3,504$302K0.06%-19213F-HRTimeline
E&G Advisors, LLC3,500$301K0.08%-20013F-HRTimeline
Long Road Investment Counsel, LLC3,500$301K0.12%new13F-HRTimeline
PHILADELPHIA TRUST CO3,500$301K0.03%013F-HRTimeline
Raleigh Capital Management Inc.3,491$300K0.14%-4113F-HRTimeline
Lokken Investment Group LLC3,479$299K0.13%+513F-HRTimeline
Richard W. Paul & Associates, LLC3,442$296K0.12%-2713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,441$296K0.01%-413F-HRTimeline
NATURAL INVESTMENTS, LLC3,450$296K0.08%+1113F-HRTimeline
Mechanics Bank Trust Department3,428$295K0.04%new13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,425$295K0.25%+82513F-HR/ATimeline
Southland Equity Partners LLC3,396$292K0.07%+513F-HRTimeline
FOSTER & MOTLEY INC3,375$290K0.02%-2513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC3,350$288K0.06%013F-HRTimeline
Ameliora Wealth Management Ltd.3,350$288K0.11%+3,25013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding3,332$287K+138Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,325$286K0.01%+74513F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…3,322$286K0.32%-1,00013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,317$285K0.01%+28313F-HRTimeline
Sowell Financial Services LLC3,314$285K0.01%new13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV3,309$285K0.06%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,312$285K<0.01%+11813F-HRTimelineGroup
SeaCrest Wealth Management, LLC3,281$282K0.03%-2,50913F-HRTimeline
WHITTIER TRUST CO3,265$281K<0.01%+10813F-HRTimeline
Beaumont Financial Advisors, LLC3,217$277K0.02%-1613F-HRTimeline
Keystone Financial Group3,181$274K0.03%+813F-HRTimeline
Coastal Bridge Advisors, LLC3,158$272K0.02%new13F-HR/ATimeline
Sovereign Financial Group, Inc.3,145$271K0.06%+313F-HRTimeline
Jacobi Capital Management LLC3,141$270K0.02%+313F-HRTimeline
Keystone Wealth Services, LLC3,127$269K0.07%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,119$268K0.01%-6,79613F-HRTimelineGroup
American Investment Services, Inc.3,103$267K0.05%013F-HRTimeline
Fortis Capital Management LLC3,089$266K0.05%new13F-HRTimeline
Dynamic Advisor Solutions LLC3,075$265K0.01%+61913F-HRTimeline
Cooper Financial Group3,042$262K0.03%+9013F-HRTimeline
Clean Yield Group3,022$260K0.08%-2013F-HRTimeline
Asset Planning,Inc3,000$258K0.2%013F-HRTimeline
IMA Advisory Services, Inc.2,954$256K0.03%013F-HRTimeline
Intrua Financial, LLC2,963$255K0.04%+913F-HRTimeline
Brooklyn Investment Group2,954$254K0.05%+40113F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW2,936$253K0.05%-5313F-HRTimelineGroup
Charter Oak Capital Management, LLC2,931$252K0.02%+713F-HRTimeline
LaSalle St. Investment Advisors, LLC2,929$252K0.06%-48513F-HRTimeline
Relyea Zuckerberg Hanson LLC2,928$252K0.03%+1013F-HRTimeline
COOKSON PEIRCE & CO INC2,919$251K0.01%-451,63313F-HRTimeline
Warm Springs Advisors Inc.2,900$250K0.25%+32613F-HRTimeline
Crestwood Advisors Group, LLC2,876$247K<0.01%-19513F-HRTimeline
TRUE Private Wealth Advisors2,869$247K0.03%-66313F-HRTimeline
MGO ONE SEVEN LLC2,838$244K0.01%-21,69213F-HRTimeline
Perennial Investment Advisors, LLC2,836$244K0.03%+29113F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,815$242K0.03%-2013F-HRTimelineGroup
Jordan Park Group LLC2,803$241K0.02%013F-HRTimeline
IFP Advisors, Inc2,799$241K0.01%-1,61413F-HRTimeline
Premier Path Wealth Partners, LLC2,790$240K0.04%-5413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,790$240K<0.01%-2,12813F-HRTimelineGroup
Seelaus Asset Management LLC2,775$239K0.23%+7513F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,763$238K0.07%+2,56313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,727$236K0.01%-55213F-HRTimeline
Wedmont Private Capital2,814$235K0.01%-43313F-HRTimeline
Jaffetilchin Investment Partners, LLC2,722$234K0.02%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,713$233K0.03%+67313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,700$232K0.02%+55013F-HRTimelineGroup
INVESTMENT HOUSE LLC2,700$232K0.01%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…2,698$232K0.04%+10113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC2,696$232K<0.01%013F-HRTimelineGroup
Advisor Resource Council3,419$231K0.02%new13F-HRTimeline
Savvy Advisors, Inc.2,668$230K0.02%+14113F-HRTimeline
Bedel Financial Consulting, Inc.2,352$228K0.03%+1513F-HRTimeline
Aberdeen Wealth Management LLC2,645$228K0.16%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,632$226K0.01%-18313F-HR/ATimeline
Seed Wealth Management, Inc.2,620$225K0.18%013F-HRTimeline
CHANNEL WEALTH LLC2,619$225K0.07%+5013F-HRTimeline
Brookwood Investment Group LLC2,602$224K0.04%13F-HRTimeline
Walker Asset Management, LLC2,599$224K0.14%-1,27213F-HRTimeline
Segment Wealth Management, LLC2,578$222K0.02%-2213F-HRTimeline
Richard P Slaughter Associates Inc2,544$219K0.05%-6,30313F-HRTimeline
Centerpoint Advisory Group2,535$218K0.21%-5013F-HRTimeline
UMB Bank, n.a.2,530$218K<0.01%-4,14813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Samalin Investment Counsel, LLC2,526$217K0.09%new13F-HRTimeline
Capital Square, LLC2,522$217K0.13%new13F-HRTimeline
Carnegie Investment Counsel2,777$215K0.01%+50013F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…2,500$215K0.01%new13F-HRTimelineGroup
IRON Financial LLC2,483$214K0.12%new13F-HRTimeline
Duncan Williams Asset Management, LLC2,482$214K0.08%+1613F-HRTimeline
Belpointe Asset Management LLC2,476$213K0.01%-4,77413F-HRTimeline
MATHER GROUP, LLC.2,467$212K<0.01%-11513F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…2,458$211K0.1%new13F-HRTimelineGroup
Triasima Portfolio Management inc.2,450$211K0.04%-26,09013F-HRTimeline
Ausdal Financial Partners, Inc.2,446$210K0.02%+9713F-HRTimeline
Fielder Capital Group LLC2,409$207K0.06%+113F-HRTimeline
Quarry LP2,399$206K0.05%+1,52413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,360$203K0.04%-50013F-HRTimeline
Waldron Private Wealth LLC2,338$203K0.01%new13F-HRTimeline
Argentarii, LLC2,333$201K0.1%new13F-HRTimeline
PRIVATE TRUST CO NA2,305$198K0.02%-54913F-HRTimeline
Heritage Wealth Advisors2,222$191K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,092$180K<0.01%+95013F-HRTimeline
Morse Asset Management, Inc2,050$176K0.04%-25,46013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,000$172K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc2,000$172K0.06%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,969$169K0.03%new13F-HRTimeline
Coastline Trust Co1,856$160K0.02%+4413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CX Institutional1,801$155K0.01%-3,00013F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,800$155K0.04%013F-HRTimeline
ORG Partners LLC1,658$153K0.04%-13,95113F-HRTimeline
NVWM, LLC1,699$146K0.04%+513F-HRTimeline
Rosenberg Matthew Hamilton1,680$145K0.04%+60513F-HRTimeline
Larson Financial Group LLC1,659$143K0.01%+1,10113F-HRTimeline
CoreCap Advisors, LLC1,657$143K0.01%-25,99713F-HRTimeline
Tower View Wealth Management LLC1,654$142K0.08%+1213F-HRTimeline
Smartleaf Asset Management LLC1,670$142K0.01%-12313F-HRTimeline
CENTRAL TRUST Co1,647$142K<0.01%013F-HRTimeline
Security National Bank1,619$139K0.03%013F-HRTimeline
SJS Investment Consulting Inc.1,600$138K0.02%013F-HRTimeline
Park Square Financial Group, LLC1,597$137K0.11%-1,39413F-HRTimeline
Deseret Mutual Benefit Administrators1,501$129K0.06%-41813F-HRTimeline
FIRST FINANCIAL CORP /IN/1,500$129K0.06%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,461$127K0.01%013F-HRTimeline
Muzinich & Co., Inc.1,472$127K0.08%013F-HRTimeline
HHM Wealth Advisors, LLC1,462$126K0.02%-913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,426$122K<0.01%-68013F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,380$119K0.04%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,350$116K0.13%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,315$113K<0.01%-71,89913F-HRTimelineGroup
Silvant Capital Management LLC1,292$111K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,279$110K0.01%-7513F-HRTimeline
Parkside Financial Bank & Trust1,265$109K0.01%-1113F-HRTimeline
Peoples Bank/KS1,235$106K0.07%013F-HRTimeline