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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
EXCHANGE TRADED CONCEPTS, LLC1,184$102K<0.01%-7,96313F-HRTimeline
Addison Advisors LLC1,173$101K0.03%-21813F-HRTimeline
Lindbrook Capital, LLC1,113$95.8K0.01%+12613F-HRTimeline
Lavaca Capital LLC1,101$94.7K0.04%013F-HRTimeline
First Command Advisory Services, Inc.1,100$94.6K<0.01%013F-HRTimeline
AlphaQuest LLC1,095$94.2K0.01%new13F-HRTimeline
SITTNER & NELSON, LLC1,026$88.3K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,022$87.9K<0.01%-1,40513F-HRTimelineGroup
Blue Trust, Inc.1,017$87.5K<0.01%+61813F-HRTimeline
Hexagon Capital Partners LLC1,000$86K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC947$81.5K0.01%-913F-HRTimeline
Clearstead Advisors, LLC934$80.4K<0.01%+413F-HRTimeline
Sound Income Strategies, LLC922$79.3K<0.01%+113F-HRTimeline
Arax Advisory Partners914$78.7K0.01%-1613F-HRTimeline
Sandy Spring Bank900$77.5K<0.01%-2313F-HRTimeline
Bay Harbor Wealth Management, LLC861$74.8K0.02%-2013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.856$74K<0.01%-61113F-HRTimelineGroup
Avion Wealth699$73K0.02%013F-HRTimeline
Cromwell Holdings LLC829$72K0.05%+1813F-HRTimeline
Parvin Asset Management, LLC820$70.6K0.08%013F-HRTimeline
Bank of New Hampshire795$68.4K0.02%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC839$65K0.04%-25113F-HRTimeline
Global X Japan Co., Ltd.755$65K0.01%+15013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS750$64.5K0.03%013F-HRTimeline
Abound Wealth Management748$64.4K0.02%-1313F-HRTimeline
EASTERN BANK735$63.2K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC655$56K0.01%013F-HRTimeline
First Horizon Advisors, Inc.650$55.9K<0.01%-70013F-HRTimeline
ROTHSCHILD INVESTMENT LLC640$55.1K<0.01%-32013F-HRTimeline
True Wealth Design, LLC629$54.2K0.02%+713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC626$53.9K0.01%+213F-HRTimeline
PROFFITT & GOODSON INC622$53.5K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.610$52.5K<0.01%+413F-HRTimeline
Financial Avengers, Inc.596$51.3K0.03%+413F-HR/ATimeline
Sawyer & Company, Inc595$51K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.579$49.8K<0.01%+5913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC579$49.8K<0.01%+9013F-HRTimeline
Promus Capital, LLC572$49.2K0.04%013F-HR/ATimeline
North Star Investment Management Corp.570$49K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC555$47.8K<0.01%new13F-HRTimeline
CVA Family Office, LLC549$47.2K0.01%+5013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…536$46.1K<0.01%13F-HRTimeline
Catalyst Capital Advisors LLC527$45.3K<0.01%-43,29813F-HRTimeline
Compass Wealth Management LLC525$45.2K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…515$44.3K0.02%-4513F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC504$43.8K<0.01%013F-HRTimeline
Crewe Advisors LLC505$43.5K0.01%+50013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.500$43K0.02%new13F-HRTimeline
GPS Wealth Strategies Group, LLC500$43K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.500$43K0.02%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC493$42K<0.01%-52413F-HRTimelineGroup
Hanson & Doremus Investment Management475$41K0.01%013F-HRTimeline
Franchise Capital Ltd455$39.1K0.02%new13F-HRTimeline
Dunhill Financial, LLC453$39K0.02%-1413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC442$38.4K<0.01%+213F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P447$38K<0.01%-32913F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.433$37.3K0.04%-6213F-HRTimeline
Wayfinding Financial, LLC432$37K0.02%new13F-HRTimeline
Medallion Wealth Advisors, LLC420$36.1K0.02%013F-HRTimeline
AdvisorNet Financial, Inc409$35.2K<0.01%+213F-HRTimeline
Canton Hathaway, LLC411$35K0.01%+1113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…400$34.4K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.400$34.4K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.400$34.4K0.01%new13F-HRTimeline
AllSquare Wealth Management LLC395$34K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC390$33.6K0.03%013F-HRTimeline
Transce3nd, LLC362$31.1K0.01%-92313F-HRTimeline
Piscataqua Savings Bank353$30.4K0.03%013F-HRTimeline
Parkworth Wealth Management, Inc.350$30.1K0.02%-15013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…355$29.9K<0.01%013F-HRTimeline
GODSEY & GIBB, INC325$28K<0.01%013F-HRTimeline
Caitong International Asset Management …307$26.4K0.02%-35313F-HRTimeline
Cranbrook Wealth Management, LLC300$25.8K0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC300$25.8K0.03%new13F-HRTimeline
IAG Wealth Partners, LLC295$25.4K<0.01%013F-HRTimeline
West Branch Capital LLC275$23.7K0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.266$23K<0.01%-36913F-HRTimeline
NFSG Corp264$22.8K0.01%-1,19713F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.264$22.7K<0.01%013F-HRTimeline
Beacon Capital Management, LLC260$22.4K<0.01%+1013F-HRTimeline
Key Financial Inc251$21.6K<0.01%-113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC250$21.5K<0.01%013F-HRTimeline
PFS Partners, LLC250$21.5K0.01%013F-HRTimeline
Quent Capital, LLC244$21K<0.01%-3213F-HRTimeline
IMG Wealth Management, Inc.244$21K0.02%013F-HRTimeline
Central Pacific Bank - Trust Division232$20K<0.01%+6913F-HRTimeline
Private Wealth Asset Management, LLC215$18.5K<0.01%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC205$17.6K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…205$17.6K<0.01%013F-HRTimelineGroup
Main Street Group, LTD200$17.2K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.196$16.9K<0.01%-16413F-HRTimeline
Rise Advisors, LLC192$16.5K0.01%+4513F-HRTimeline
Provenance Wealth Advisors, LLC189$16.3K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners186$16K<0.01%+113F-HRTimeline
GW&K Investment Management, LLC183$16K<0.01%+2513F-HRTimeline
Covestor Ltd182$16K0.01%-113F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC170$14.6K0.01%-513F-HRTimeline
Hemington Wealth Management164$14K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates150$12.9K<0.01%new13F-HRTimeline
Park Place Capital Corp141$12.1K<0.01%013F-HRTimeline
Versant Capital Management, Inc138$11.9K<0.01%-8013F-HRTimeline
Accordant Advisory Group Inc137$11.8K0.01%013F-HR/ATimeline
Bell Investment Advisors, Inc131$11.3K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp129$11.1K<0.01%new13F-HRTimelineGroup
Bellwether Advisors, LLC128$11K<0.01%013F-HRTimeline
Tidemark, LLC125$10.8K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC123$10.6K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.118$10.2K<0.01%+1613F-HRTimeline
Manchester Capital Management LLC116$9.98K<0.01%+3813F-HRTimeline
Saudi Central Bank115$9.89K0.05%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC113$9.72K<0.01%013F-HRTimeline
LRI Investments, LLC106$9.12K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…100$8.6K<0.01%013F-HRTimeline
Hoese & Co LLP100$8.6K0.01%013F-HRTimeline
Red Tortoise LLC94$8.09K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV90$7.74K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…88$7.57K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC85$7.31K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC82$7.04K<0.01%-1,06213F-HRTimeline
S&T Bank/PA75$6.45K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.69$5.94K<0.01%new13F-HRTimeline
WPG Advisers, LLC66$5.68K0.01%+4913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…58$5K<0.01%013F-HRTimeline
High Note Wealth, LLC57$4.9K<0.01%+713F-HRTimeline
1620 INVESTMENT ADVISORS, INC.56$4.82K<0.01%-4513F-HRTimeline
Innovative Advisory Group, LLC50$4.3K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …49$4.22K0.01%-713F-HRTimeline
Wealth Preservation Advisors, LLC46$3.96K<0.01%13F-HRTimeline
Copia Wealth Management42$3.61K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC41$3.53K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC38$3.28K<0.01%+1113F-HRTimeline
Global Financial Private Client, LLC37$3.18K<0.01%013F-HRTimeline
Grove Bank & Trust35$3.01K<0.01%-10013F-HRTimeline
NewSquare Capital LLC34$2.92K<0.01%+2313F-HRTimeline
Activest Wealth Management33$2.84K<0.01%+3313F-HRTimeline
Physician Wealth Advisors, Inc.32$2.78K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC31$2.67K<0.01%-12513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT29$2.5K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC29$2.46K<0.01%+113F-HRTimeline
Trifecta Capital Advisors, LLC27$2.32K<0.01%013F-HRTimeline
Hughes Financial Services, LLC25$2.17K<0.01%new13F-HRTimeline
Continuum Advisory, LLC25$2.15K<0.01%-48613F-HRTimeline
WealthTrak Capital Management LLC25$2.15K<0.01%+1513F-HRTimeline
Cornerstone Planning Group LLC25$2.11K<0.01%+613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV25$2K<0.01%new13F-HRTimeline
TOBAM19$2K<0.01%-69013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rialto Wealth Management, LLC23$1.98K<0.01%new13F-HRTimeline
Pineridge Advisors LLC22$1.89K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC20$1.73K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC19$1.65K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC17$1.48K<0.01%new13F-HR/ATimeline
Principia Wealth Advisory, LLC16$1.35K<0.01%+813F-HRTimeline
Strengthening Families & Communities, L…15$1.29K<0.01%013F-HRTimeline
Clark Wealth Partners15$1.29K<0.01%+113F-HRTimeline
Millstone Evans Group, LLC14$1.21K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC11$1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.7$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aspect Partners, LLC11$946<0.01%-313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC10$860<0.01%013F-HRTimeline
American Capital Advisory, LLC7$603<0.01%new13F-HRTimeline
Greenline Partners, LLC7$602<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC7$540<0.01%+213F-HRTimeline
TFC Financial Management, Inc.6$517<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA6$516<0.01%013F-HRTimelineGroup
Ruedi Wealth Management, Inc.6$516<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC5$431<0.01%013F-HRTimeline
Tortoise Investment Management, LLC5$430<0.01%013F-HR/ATimeline
Bear Mountain Capital, Inc.4$363<0.01%new13F-HRTimeline
GoalVest Advisory LLC4$344<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4$340<0.01%-513F-HRTimelineGroup
Private Wealth Management Group, LLC1$87<0.01%-113F-HRTimeline
Retirement Wealth Solutions LLC0$16<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-12,29313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.