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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
Bedel Financial Consulting, Inc.2,337$243K0.03%+2013F-HRTimeline
Strategic Financial Concepts, LLC2,308$243K0.05%+513F-HR/ATimeline
Mayflower Financial Advisors, LLC2,306$242K0.04%+5013F-HRTimeline
Pegasus Asset Management, Inc.2,300$242K0.09%013F-HRTimeline
Ignite Planners, LLC2,286$242K0.05%+213F-HRTimeline
Scientech Research LLC2,282$240K0.07%new13F-HRTimeline
Carnegie Investment Counsel2,277$239K0.01%-2813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,250$238K0.02%-20013F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI2,280$237K0.01%+32913F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC2,241$236K0.25%13F-HRTimeline
Mystic Asset Management, Inc.2,226$234K0.06%+113F-HRTimeline
Heritage Wealth Advisors2,222$234K0.01%013F-HRTimeline
Financial Sense Advisors, Inc.2,216$233K0.08%new13F-HRTimeline
Community Bank & Trust, Waco, Texas2,200$231K0.05%-10013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,150$226K0.02%013F-HRTimelineGroup
HBK Sorce Advisory LLC2,130$224K0.01%+3913F-HRTimeline
Stiles Financial Services Inc2,127$224K0.08%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,124$223K0.02%new13F-HRTimelineGroup
ANB BANK2,116$222K0.1%13F-HRTimeline
New Century Financial Group, LLC2,099$222K0.09%-2313F-HRTimeline
Clayton Financial Group LLC2,102$221K0.08%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…2,106$220K<0.01%+71513F-HRTimelineGroup
FNY Investment Advisers, LLC2,100$220K0.11%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,086$219K0.01%13F-HRTimeline
Mission Creek Capital Partners, Inc.2,085$219K0.05%+213F-HRTimeline
Bridgewater Associates, LP2,074$218K<0.01%new13F-HRTimeline
Saxony Capital Management, LLC2,062$217K0.19%+813F-HRTimeline
Capital Asset Advisory Services LLC2,032$215K0.01%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,040$214K0.03%013F-HRTimeline
Moloney Securities Asset Management, LLC2,034$214K0.03%-8613F-HRTimeline
SYON CAPITAL LLC2,014$212K0.02%-8213F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC2,013$212K0.18%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,000$210K<0.01%-1713F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC2,000$210K0.08%new13F-HRTimeline
Financial Perspectives, Inc2,000$210K0.07%013F-HRTimeline
Tower Wealth Partners, Inc.1,987$209K0.11%+8313F-HRTimeline
Empower Advisory Group, LLC1,985$209K<0.01%-9013F-HRTimeline
Clarius Group, LLC1,972$207K0.01%-23213F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC1,967$207K0.12%+12013F-HRTimeline
TPG Advisors LLC1,954$205K0.16%013F-HRTimeline
Legacy Advisors, LLC1,940$205K0.02%+3913F-HRTimeline
Modera Wealth Management, LLC1,928$203K<0.01%013F-HRTimeline
Fulton Bank, N.A.1,924$202K0.01%013F-HRTimeline
WOLVERINE TRADING, LLC1,948$202K<0.01%-1,67413F-HRTimeline
Deseret Mutual Benefit Administrators1,919$202K0.1%+5813F-HRTimeline
Coastline Trust Co1,812$190K0.02%-3,33513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MONETARY MANAGEMENT GROUP INC1,800$189K0.05%013F-HRTimeline
Smartleaf Asset Management LLC1,793$186K0.02%+14713F-HRTimeline
NVWM, LLC1,694$178K0.04%013F-HRTimeline
Values First Advisors, Inc.1,682$177K0.1%-35313F-HRTimeline
Plato Investment Management Ltd1,661$175K0.01%013F-HRTimeline
CENTRAL TRUST Co1,647$173K<0.01%-113F-HRTimeline
Tower View Wealth Management LLC1,642$173K0.09%+1013F-HRTimeline
Security National Bank1,619$170K0.02%013F-HRTimeline
SJS Investment Consulting Inc.1,600$168K0.03%-16913F-HRTimeline
FIRST FINANCIAL CORP /IN/1,500$158K0.07%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,480$156K0.01%+8613F-HRTimeline
Muzinich & Co., Inc.1,472$155K0.11%+38513F-HRTimeline
HHM Wealth Advisors, LLC1,471$155K0.02%+913F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,461$154K0.01%-60013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,467$154K<0.01%+9813F-HRTimelineGroup
NFSG Corp1,461$154K0.04%+7113F-HRTimeline
Addison Advisors LLC1,391$146K0.04%-5713F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,380$145K0.05%+50013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,354$142K0.02%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,350$142K0.15%13F-HRTimeline
First Horizon Advisors, Inc.1,350$142K<0.01%013F-HRTimeline
Silvant Capital Management LLC1,292$136K0.01%013F-HRTimeline
Transce3nd, LLC1,285$135K0.05%13F-HRTimeline
Parkside Financial Bank & Trust1,276$134K0.02%+113F-HRTimeline
Peoples Bank/KS1,235$130K0.09%013F-HRTimeline
Eagle Bay Advisors LLC1,161$123K0.08%+513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,144$121K0.02%-513F-HRTimeline
Geneos Wealth Management Inc.1,142$120K<0.01%-2013F-HRTimeline
Lavaca Capital LLC1,101$116K0.05%new13F-HRTimeline
First Command Advisory Services, Inc.1,100$116K<0.01%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,090$115K0.05%-17813F-HRTimeline
Rosenberg Matthew Hamilton1,075$113K0.03%new13F-HRTimeline
SITTNER & NELSON, LLC1,026$108K0.05%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,017$106K<0.01%+1013F-HRTimelineGroup
Hexagon Capital Partners LLC1,000$105K0.02%013F-HRTimeline
Lindbrook Capital, LLC987$104K0.01%-4513F-HRTimeline
ROTHSCHILD INVESTMENT LLC960$101K0.01%-413F-HRTimeline
JFS WEALTH ADVISORS, LLC956$100K0.01%013F-HRTimeline
Arax Advisory Partners930$97.8K0.01%+68613F-HRTimeline
Clearstead Advisors, LLC930$97.7K<0.01%-3713F-HRTimeline
Sandy Spring Bank923$97K<0.01%+613F-HRTimeline
Sound Income Strategies, LLC921$96.8K0.01%+113F-HRTimeline
Bay Harbor Wealth Management, LLC881$93.2K0.03%+3413F-HRTimeline
Quarry LP875$92K0.02%+37913F-HRTimeline
Avior Wealth Management, LLC846$88.9K<0.01%+513F-HRTimeline
Parvin Asset Management, LLC820$86.2K0.09%13F-HRTimeline
Cromwell Holdings LLC811$85.8K0.05%013F-HRTimeline
Bayforest Capital Ltd810$85.1K0.11%13F-HRTimeline
KIECKHEFER GROUP LLC800$84.1K0.05%13F-HRTimeline
Bank of New Hampshire795$83.6K0.02%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P776$82K<0.01%-9613F-HRTimelineGroup
Neo Ivy Capital Management771$81K0.02%new13F-HRTimeline
Abound Wealth Management761$80K0.03%+1413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS750$78.8K0.03%013F-HRTimeline
EASTERN BANK735$77.3K<0.01%013F-HRTimeline
TOBAM709$75K0.02%+3013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avion Wealth699$73K0.02%-21313F-HRTimeline
Oslo Pensjonsforsikring AS683$71.8K0.01%013F-HRTimeline
Caitong International Asset Management …660$69.4K0.07%13F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC655$68K0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.635$67K<0.01%-3513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC624$65.6K0.01%+113F-HRTimeline
PROFFITT & GOODSON INC622$65.4K0.01%+8313F-HRTimeline
True Wealth Design, LLC622$65.4K0.03%-9713F-HRTimeline
Kohmann Bosshard Financial Services, LLC607$63.8K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.606$63.7K<0.01%-3713F-HRTimeline
Global X Japan Co., Ltd.605$63.6K0.01%+5713F-HRTimeline
Sawyer & Company, Inc595$63K0.02%-18013F-HRTimeline
Financial Avengers, Inc.592$62.2K0.03%+313F-HRTimeline
Caitlin John, LLC585$61.5K0.04%-2013F-HRTimeline
Promus Capital, LLC572$60.1K0.05%13F-HR/ATimeline
North Star Investment Management Corp.570$59.9K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…560$59.2K0.02%-5513F-HRTimeline
Larson Financial Group LLC558$58.7K<0.01%+113F-HRTimeline
Compass Wealth Management LLC525$55.2K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.520$54.7K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC514$54K<0.01%+26313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC504$53.7K<0.01%-54513F-HRTimeline
Continuum Advisory, LLC511$53.7K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.500$53K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC500$52.6K0.01%013F-HRTimeline
Princeton Global Asset Management LLC500$52.6K0.01%-50013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP500$52.6K0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.500$52.5K0.04%13F-HRTimeline
CVA Family Office, LLC499$52.5K0.01%+2613F-HRTimeline
Quest 10 Wealth Builders, Inc.495$52K0.05%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC489$51.4K<0.01%+15513F-HRTimeline
Hanson & Doremus Investment Management475$50K0.01%013F-HRTimeline
Dunhill Financial, LLC467$49.1K0.02%+1413F-HRTimeline
Transcendent Capital Group LLC450$47.3K0.02%-6013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC440$46.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc407$42.8K<0.01%-913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…400$42K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.400$42K0.02%013F-HRTimeline
Van Hulzen Asset Management, LLC400$42K<0.01%new13F-HRTimeline
Canton Hathaway, LLC400$42K0.01%013F-HRTimeline
Blue Trust, Inc.399$42K<0.01%-1,73913F-HR/ATimeline
AllSquare Wealth Management LLC395$41.5K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC390$41K0.04%013F-HRTimeline
Sunbelt Securities, Inc.360$37.3K<0.01%-50413F-HRTimeline
Piscataqua Savings Bank353$37.1K0.03%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…355$36.9K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC420$36.1K0.02%13F-HRTimeline
WR Wealth Planners, LLC328$34.5K0.01%-1013F-HRTimeline
GODSEY & GIBB, INC325$34.2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC300$32K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC295$31K0.01%013F-HRTimeline
AlphaMark Advisors, LLC291$31K0.01%-29813F-HRTimeline
Quent Capital, LLC276$29K<0.01%+3613F-HRTimeline
West Branch Capital LLC275$28.9K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.264$27.7K<0.01%-80013F-HRTimeline
Key Financial Inc252$26.5K0.01%+25113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC250$26.3K<0.01%new13F-HR/ATimeline
Beacon Capital Management, LLC250$26.3K<0.01%013F-HRTimeline
PFS Partners, LLC250$26.3K0.01%013F-HRTimeline
IMG Wealth Management, Inc.244$25.6K0.02%13F-HRTimeline
Zions Bancorporation, N.A.229$24.1K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC227$23.9K<0.01%+4713F-HRTimeline
Versant Capital Management, Inc218$22.9K<0.01%+19213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC205$21.5K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…205$21.5K<0.01%013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL200$21K0.01%013F-HRTimeline
Coston, McIsaac & Partners185$19K0.01%+213F-HRTimeline
Covestor Ltd183$19K0.01%-1613F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC175$18.4K0.02%013F-HRTimeline
Central Pacific Bank - Trust Division163$17.1K<0.01%new13F-HRTimeline
Hemington Wealth Management164$17K<0.01%013F-HRTimeline
GW&K Investment Management, LLC158$17K<0.01%+713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC156$16.4K<0.01%+11713F-HRTimeline
Rise Advisors, LLC147$15.5K0.01%-2813F-HRTimeline
Park Place Capital Corp141$14.8K<0.01%013F-HRTimeline
Accordant Advisory Group Inc137$14.4K0.01%new13F-HRTimeline
Grove Bank & Trust135$14.2K<0.01%+10013F-HRTimeline
Bell Investment Advisors, Inc131$13.8K<0.01%013F-HRTimeline
Bellwether Advisors, LLC128$13.5K<0.01%new13F-HRTimeline
Tidemark, LLC125$13.1K0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd125$13.1K<0.01%13F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC123$12.9K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC113$11.9K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC112$11.8K<0.01%new13F-HRTimeline
LRI Investments, LLC106$11.1K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.102$10.7K<0.01%+113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.101$10.6K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…100$10.5K<0.01%new13F-HR/ATimeline
Hoese & Co LLP100$10.5K0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.100$10.5K<0.01%013F-HRTimeline
Red Tortoise LLC94$9.88K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…88$9.25K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC85$8.94K<0.01%-10013F-HRTimeline
OARSMAN CAPITAL, INC.84$8.83K<0.01%-3513F-HRTimeline
Manchester Capital Management LLC78$8.2K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…58$6K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …56$5.89K0.01%new13F-HRTimeline
High Note Wealth, LLC50$5.26K<0.01%new13F-HRTimeline