Iron Mountain Incorporated
US ˙ NYSE ˙ US46284V1017

SecurityIRM / Iron Mountain Incorporated
InstitutionDiversified Trust Co
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Diversified Trust Co closes position in IRM / Iron Mountain Incorporated

On January 9, 2026 - Diversified Trust Co filed a 13F-HR form disclosing ownership of 0 shares of Iron Mountain Incorporated (US:IRM) valued at $0 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 20, 2025 disclosing 2,764 shares of Iron Mountain Incorporated. The current value of the position is $0 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-01-09 2025-12-31 13F IRON MTN INC DEL COM 46284V101 0 -100.00 0
2025-10-20 2025-09-30 13F IRON MTN INC DEL COM 46284V101 2,764 -688 -19.93 282 -20.62 0.0056
2025-07-11 2025-06-30 13F IRON MTN INC DEL COM 46284V101 3,452 3,452 354 0.0079
2025-01-07 2024-12-31 13F IRON MTN INC DEL COM 46284V101 0 -12,168 -100.00 0 -100.00
2024-10-07 2024-09-30 13F IRON MTN INC DEL COM 46284V101 12,168 7,270 148.43 1,446 229.91 0.0364
2024-07-16 2024-06-30 13F IRON MTN INC DEL COM 46284V101 4,898 -4,957 -50.30 439 -44.56 0.0124
2024-04-18 2024-03-31 13F IRON MTN INC DEL COM 46284V101 9,855 -1,348 -12.03 790 0.89 0.0238
2024-01-08 2023-12-31 13F IRON MTN INC DEL COM 46284V101 11,203 11,203 784 0.0264
2023-11-17 2023-09-30 13F IRON MTN INC DEL COM 46284V101 0 -5,210 -100.00 0 -100.00
2023-07-18 2023-06-30 13F IRON MTN INC DEL COM 46284V101 5,210 5,210 296 0.0108
2023-01-17 2022-12-31 13F IRON MTN INC DEL COM 46284V101 0 -5,945 -100.00 0 -100.00
2022-10-14 2022-09-30 13F IRON MTN INC DEL COM 46284V101 5,945 -4,734 -44.33 261 -49.81 0.0118
2022-07-12 2022-06-30 13F IRON MTN INC COM 46284V101 10,679 10,679 520 0.0218
2022-01-13 2021-12-31 13F IRON MTN INC COM 46284V101 0 -8,099 -100.00 0 -100.00
2022-01-13 2021-09-30 13F IRON MTN INC COM 46284V101 8,099 8,099 352 0.0127
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.