Iron Mountain Incorporated
US ˙ NYSE ˙ US46284V1017

SecurityIRM / Iron Mountain Incorporated
InstitutionFirst Horizon Advisors, Inc.
Latest Disclosed Ownership703 shares
Latest Disclosed Value $ 72,107
First Horizon Advisors, Inc. reports 8.15% increase in ownership of IRM / Iron Mountain Incorporated

On August 6, 2025 - First Horizon Advisors, Inc. filed a 13F-HR form disclosing ownership of 703 shares of Iron Mountain Incorporated (US:IRM) valued at $72,107 USD as of June 30, 2025. The entity filed a previous 13F-HR on April 28, 2025 disclosing 650 shares of Iron Mountain Incorporated. This represents a change in shares of 8.15% during the quarter. The current value of the position is $91,566 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)
2025-08-06 2025-06-30 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 703 53 8.15 72 30.91 0.0019
2025-04-28 2025-03-31 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 650 -700 -51.85 56 -60.99 0.0016
2025-02-03 2024-12-31 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,350 0 0.00 142 -11.87 0.0040
2024-11-08 2024-09-30 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,350 0 0.00 160 33.33 0.0045
2024-07-19 2024-06-30 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,350 0 0.00 121 11.11 0.0037
2024-04-26 2024-03-31 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,350 0 0.00 108 14.89 0.0033
2024-02-06 2023-12-31 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,350 0 0.00 94 17.50 0.0031
2023-10-27 2023-09-30 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,350 0 0.00 80 5.26 0.0029
2023-08-03 2023-06-30 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,350 0 0.00 77 7.04 0.0027
2023-05-15 2023-03-31 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,350 -20 -1.46 71 4.41 0.0026
2023-02-10 2022-12-31 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,370 0 0.00 68 13.33 0.0025
2022-11-09 2022-09-30 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,370 -24 -1.72 60 -11.76 0.0024
2022-08-02 2022-06-30 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,394 1,374 6,870.00 68 6,700.00 0.0024
2022-05-10 2022-03-31 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 20 -1,408 -98.60 1 -98.67 0.0000
2022-05-10 2022-03-31 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,439 80
2022-02-09 2021-12-31 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,428 -74 -4.93 75 15.38 0.0023
2021-11-15 2021-09-30 13F/A-1 IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,502 -222 -12.88 65 -10.96 0.0021
2021-11-09 2021-09-30 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,502 -222 65 0.0009
2021-08-09 2021-06-30 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,724 300 21.07 73 37.74 0.0039
2021-05-11 2021-03-31 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,424 0 0.00 53 26.19 0.0031
2021-02-11 2020-12-31 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,424 0 0.00 42 10.53 0.0028
2020-11-12 2020-09-30 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 1,424 -576 -28.80 38 -26.92 0.0028
2020-07-31 2020-06-30 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 2,000 0 0.00 52 8.33 0.0041
2020-05-05 2020-03-31 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 2,000 0 0.00 48 -25.00 0.0045
2020-01-07 2019-12-31 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 2,000 0 0.00 64 -1.54 0.0047
2019-10-23 2019-09-30 13F IRON MOUNTAIN INC REIT COMMON STOCK 46284V101 2,000 2,000 65 0.0051
2015-02-05 2014-12-31 13F IRON MOUNTAIN INC DEL COMMON STOCK 462846106 0 -661 -100.00 0 -100.00
2014-11-13 2014-09-30 13F/A-1 IRON MOUNTAIN INC DEL COMMON STOCK 462846106 661 -53 -7.42 21 -8.70 0.0033
2014-11-13 2014-09-30 13F IRON MOUNTAIN INC DEL COMMON STOCK 462846106 661 -53 21 0.0021
2014-08-07 2014-06-30 13F IRON MOUNTAIN INC DEL COMMON STOCK 462846106 714 714 42.23 23 43.75 0.0033
2014-02-25 2013-03-31 13F IRON MOUNTAIN Common Stock 462846106 0 -502 -100.00 0 -100.00
2014-02-25 2012-12-31 13F IRON MOUNTAIN Common Stock 462846106 502 -2 -0.40 16 -5.88 0.0114
2014-02-25 2012-09-30 13F IRON MOUNTAIN COMMON STOCK 462846106 504 0 0.00 17 0.00 0.0137
2014-02-25 2012-06-30 13F IRON MOUNTAIN COMMON STOCK 462846106 504 0 0.00 17 13.33 0.0134
2014-02-25 2012-03-31 13F IRON MOUNTAIN COMMON STOCK 462846106 504 504 15 0.0124
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.