Iron Mountain Incorporated
US ˙ NYSE ˙ US46284V1017

SecurityIRM / Iron Mountain Incorporated
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,201 shares
Latest Disclosed Value $ 224,810
IFP Advisors, Inc reports 29.48% decrease in ownership of IRM / Iron Mountain Incorporated

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,201 shares of Iron Mountain Incorporated (US:IRM) valued at $224,810 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,121 shares of Iron Mountain Incorporated. This represents a change in shares of -29.48% during the quarter. The current value of the position is $281,618 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)
2026-04-13 2026-03-31 13F IRON MTN INC DEL cs 46284V101 2,201 -920 -29.48 225 -13.18 0.0047
2026-02-06 2025-12-31 13F IRON MTN INC DEL cs 46284V101 3,121 921 41.86 259 15.18 0.0058
2026-02-06 2025-09-30 13F/A-1 IRON MTN INC DEL cs 46284V101 2,200 -1,327 -37.62 224 -43.43 0.0058
2025-12-02 2025-09-30 13F IRON MTN INC DEL cs 46284V101 2,097 -1,430 235 0.0061
2025-07-24 2025-06-30 13F IRON MTN INC DEL cs 46284V101 3,527 728 26.01 396 65.00 0.0113
2025-05-05 2025-03-31 13F IRON MTN INC DEL cs 46284V101 2,799 -1,614 -36.57 241 -48.16 0.0074
2025-02-04 2024-12-31 13F IRON MTN INC DEL cs 46284V101 4,413 848 23.79 464 9.46 0.0152
2025-02-04 2024-09-30 13F IRON MTN INC DEL cs 46284V101 3,565 448 14.37 424 51.61 0.0153
2024-07-30 2024-06-30 13F IRON MTN INC DEL cs 46284V101 3,117 172 5.84 279 18.22 0.0111
2024-07-30 2024-03-31 13F IRON MTN INC DEL cs 46284V101 2,945 -1,404 -32.28 236 -22.37 0.0104
2024-01-09 2023-12-31 13F IRON MTN INC DEL cs 46284V101 4,349 -173 -3.83 304 13.43 0.0144
2023-10-12 2023-09-30 13F IRON MTN INC DEL cs 46284V101 4,522 -19 -0.42 269 3.88 0.0121
2023-08-14 2023-06-30 13F/A-1 IRON MTN INC DEL cs 46284V101 4,541 -368 -7.50 258 55.42 0.0108
2023-08-04 2023-06-30 13F IRON MTN INC DEL cs 46284V101 4,541 -368 154 0.0071
2023-04-18 2023-03-31 13F IRON MTN INC DEL cs 46284V101 4,909 -42 -0.85 167 0.0073
2023-02-07 2022-12-31 13F IRON MTN INC DEL cs 46284V101 4,951 -111 -2.19 0 -100.00 0.0054
2022-11-08 2022-09-30 13F IRON MTN INC cs 46284V101 5,062 631 14.24 194 12.79 0.0051
2022-09-06 2022-06-30 13F/A-1 IRON MTN INC cs 46284V101 4,431 0 0.00 172 0.00 0.0055
2022-08-12 2022-06-30 13F IRON MTN INC DEL COM Stock 46284V101 40 -4,391 1 0.0018
2022-09-06 2022-03-31 13F/A-1 IRON MTN INC cs 46284V101 4,431 621 16.30 172 -13.57 0.0055
2022-08-08 2022-03-31 13F IRON MTN INC NEW COM Stock 46284V101 3,810 0 132 0.0027
2022-01-12 2021-12-31 13F IRON MTN INC NEW COM Stock 46284V101 3,810 -585 -13.31 199 3.65 0.0039
2021-10-06 2021-09-30 13F IRON MTN INC NEW COM Stock 46284V101 4,395 250 6.03 192 11.63 0.0038
2021-07-13 2021-06-30 13F IRON MTN INC NEW COM Stock 46284V101 4,145 427 11.48 172 23.74 0.0036
2021-04-30 2021-03-31 13F IRON MTN INC NEW COM Stock 46284V101 3,718 134 3.74 139 33.65 0.0027
2021-01-25 2020-12-31 13F IRON MTN INC NEW COM Stock 46284V101 3,584 734 25.75 104 35.06 0.0042
2020-10-29 2020-09-30 13F IRON MTN INC NEW COM Stock 46284V101 2,850 -464 -14.00 77 -11.49 0.0046
2020-08-05 2020-06-30 13F IRON MTN INC NEW COM Stock 46284V101 3,314 1,898 134.04 87 141.67 0.0069
2020-05-12 2020-03-31 13F IRON MTN INC NEW COM Stock 46284V101 1,416 -626 -30.66 36 -45.45 0.0036
2020-01-17 2019-12-31 13F IRON MTN INC NEW COM Stock 46284V101 2,042 -896 -30.50 66 -29.03 0.0050
2019-11-07 2019-09-30 13F IRON MTN INC NEW COM Stock 46284V101 2,938 1,963 201.33 93 165.71 0.0062
2019-05-15 2019-03-31 13F IRON MOUNTAIN INC Stock 46284V101 975 -8,312 -89.50 35 -88.37 0.0048
2019-06-03 2018-12-31 13F/A-10 IRON MTN INC NEW COM REIT 46284V101 9,287 -72 -0.77 301 -6.81 0.0183
2019-01-23 2018-12-31 13F IRON MTN INC NEW COM REIT 46284V101 9,287 -72 301 0.0183
2019-06-03 2018-09-30 13F/A-9 IRON MTN INC NEW COM REIT 46284V101 9,359 689 7.95 323 6.25 0.0132
2018-10-25 2018-09-30 13F IRON MTN INC NEW COM REIT 46284V101 9,359 689 323 0.0132
2019-06-03 2018-06-30 13F/A-8 IRON MTN INC NEW COM REIT 46284V101 8,670 -11,839 -57.73 304 -60.72 0.0128
2018-08-07 2018-06-30 13F IRON MTN INC NEW COM REIT 46284V101 8,670 -5,140 304
2019-06-03 2018-03-31 13F/A-7 IRON MTN INC NEW COM REIT 46284V101 20,509 0 0.00 774 0.00 0.0351
2018-05-09 2018-03-31 13F IRON MTN INC NEW COM REIT 46284V101 13,810 -6,699 454
2019-06-03 2017-12-31 13F/A-6 IRON MTN INC NEW COM REIT 46284V101 20,509 13,909 210.74 774 201.17 0.0351
2018-01-24 2017-12-31 13F IRON MTN INC NEW COM REIT 46284V101 20,509 13,909 774
2017-10-30 2017-09-30 13F IRON MTN INC NEW COM REIT 46284V101 6,600 -3,279 -33.19 257 -24.19 0.0102
2019-06-03 2017-06-30 13F/A-5 IRON MTN INC NEW COM REIT 46284V101 9,879 229 2.37 339 -1.45 0.0144
2017-07-31 2017-06-30 13F IRON MTN INC NEW COM REIT 46284V101 9,879 229 339
2019-06-03 2017-03-31 13F/A-4 IRON MTN INC NEW COM REIT 46284V101 9,650 427 4.63 344 14.67 0.0150
2017-04-26 2017-03-31 13F IRON MTN INC NEW COM REIT 46284V101 9,650 427 344
2019-06-03 2016-12-31 13F/A-3 IRON MTN INC NEW COM REIT 46284V101 9,223 1,673 22.16 300 6.01 0.0145
2017-02-14 2016-12-31 13F IRON MTN INC NEW COM REIT 46284V101 9,223 1,673 300
2016-11-04 2016-09-30 13F IRON MTN INC NEW COM REIT 46284V101 7,550 -9 -0.12 283 -5.98 0.0147
2019-06-03 2016-06-30 13F/A-2 IRON MTN INC NEW COM REIT 46284V101 7,559 6,584 675.28 301 760.00 0.0168
2016-08-22 2016-06-30 13F IRON MTN INC NEW COM REIT 46284V101 7,559 6,584 301
2019-06-03 2016-03-31 13F/A-1 IRON MOUNTAIN INC Stock 46284V101 975 644 194.56 35 288.89 0.0048
2016-05-02 2016-03-31 13F IRON MTN INC NEW COM REIT 46284V101 1,645 1,314 56
2016-02-11 2015-12-31 13F IRON MTN INC NEW COM REIT 46284V101 331 331 9 0.0006
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.