아이언마운틴 법인
US ˙ NYSE ˙ US46284V1017

SecurityIRM / Iron Mountain Incorporated
InstitutionLindbrook Capital, Llc
Latest Disclosed Ownership1,113 shares
Latest Disclosed Value $ 95,757
Lindbrook Capital, Llc reports 12.77% increase in ownership of IRM / Iron Mountain Incorporated

On May 5, 2025 - Lindbrook Capital, Llc filed a 13F-HR form disclosing ownership of 1,113 shares of Iron Mountain Incorporated (US:IRM) valued at $95,763 USD as of March 31, 2025. The entity filed a previous 13F-HR on February 6, 2025 disclosing 987 shares of Iron Mountain Incorporated. This represents a change in shares of 12.77% during the quarter. The current value of the position is $138,747 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.

Upgrade to unlock premium data and export to Excel .

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)
2025-05-05 2025-03-31 13F IRON MTN INC DEL COM REIT 46284V101 1,113 126 12.77 96 -7.77 0.0088
2025-02-06 2024-12-31 13F IRON MTN INC DEL COM REIT 46284V101 987 -45 -4.36 104 -15.57 0.0094
2024-11-01 2024-09-30 13F IRON MTN INC DEL COM REIT 46284V101 1,032 125 13.78 123 50.62 0.0109
2024-07-31 2024-06-30 13F IRON MTN INC DEL COM REIT 46284V101 907 131 16.88 81 30.65 0.0076
2024-04-25 2024-03-31 13F IRON MTN INC DEL COM REIT 46284V101 776 25 3.33 62 19.23 0.0058
2024-02-01 2023-12-31 13F IRON MTN INC DEL COM REIT 46284V101 751 144 23.72 53 44.44 0.0052
2023-10-25 2023-09-30 13F IRON MTN INC DEL COM REIT 46284V101 607 42 7.43 36 12.50 0.0040
2023-07-31 2023-06-30 13F IRON MTN INC DEL COM REIT 46284V101 565 11 1.99 32 10.34 0.0034
2023-04-26 2023-03-31 13F IRON MTN INC DEL COM REIT 46284V101 554 5 0.91 29 7.41 0.0034
2023-01-25 2022-12-31 13F IRON MTN INC DEL COM REIT 46284V101 549 -92 -14.35 27 -3.57 0.0034
2022-11-10 2022-09-30 13F IRON MTN INC DEL COM REIT 46284V101 641 44 7.37 28 -3.45 0.0047
2022-08-01 2022-06-30 13F IRON MTN INC NEW COM REIT 46284V101 597 231 63.11 29 45.00 0.0048
2022-04-21 2022-03-31 13F IRON MTN INC NEW COM REIT 46284V101 366 58 18.83 20 25.00 0.0031
2022-01-18 2021-12-31 13F IRON MTN INC NEW COM REIT 46284V101 308 128 71.11 16 100.00 0.0024
2021-11-05 2021-09-30 13F IRON MTN INC NEW COM REIT 46284V101 180 -32 -15.09 8 -11.11 0.0021
2021-07-27 2021-06-30 13F IRON MTN INC NEW COM REIT 46284V101 212 0 0.00 9 12.50 0.0020
2021-04-28 2021-03-31 13F IRON MTN INC NEW COM REIT 46284V101 212 46 27.71 8 60.00 0.0018
2021-01-27 2020-12-31 13F IRON MTN INC NEW COM REIT 46284V101 166 23 16.08 5 25.00 0.0012
2020-11-03 2020-09-30 13F IRON MTN INC NEW COM REIT 46284V101 143 0 0.00 4 0.00 0.0011
2020-07-27 2020-06-30 13F IRON MTN INC NEW COM REIT 46284V101 143 -572 -80.00 4 -76.47 0.0012
2020-04-22 2020-03-31 13F IRON MTN INC NEW COM REIT 46284V101 715 305 74.39 17 30.77 0.0064
2020-01-27 2019-12-31 13F IRON MTN INC NEW COM REIT 46284V101 410 71 20.94 13 18.18 0.0045
2019-10-30 2019-09-30 13F IRON MTN INC NEW COM REIT 46284V101 339 -520 -60.54 11 -57.69 0.0042
2019-07-24 2019-06-30 13F IRON MTN INC NEW COM REIT 46284V101 859 170 24.67 26 8.33 0.0100
2019-04-23 2019-03-31 13F IRON MTN INC NEW COM REIT 46284V101 689 0 0.00 24 9.09 0.0096
2019-02-07 2018-12-31 13F IRON MTN INC NEW COM REIT 46284V101 689 689 22 0.0108
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.