Iron Mountain Incorporated
DE ˙ DB ˙ US46284V1017
111,85 € ↑2,30 (2,10%)
2026-06-05
DEL PRIS
SecurityDE:I5M / Iron Mountain Incorporated
InstitutionRFG Advisory, LLC
Latest Disclosed Ownership16,998 shares
Latest Disclosed Value $ 1,736,138
RFG Advisory, LLC reports 8.27% decrease in ownership of I5M / Iron Mountain Incorporated

On April 17, 2026 - RFG Advisory, LLC filed a 13F-HR form disclosing ownership of 16,998 shares of Iron Mountain Incorporated (DE:I5M) valued at $1,509,082 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 18,531 shares of Iron Mountain Incorporated. This represents a change in shares of -8.27% during the quarter. The current value of the position is $1,901,226 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)
2026-04-17 2026-03-31 13F IRON MTN INC DEL COM 46284V101 16,998 -1,533 -8.27 1,736 12.95 0.0319
2026-02-03 2025-12-31 13F IRON MTN INC DEL COM 46284V101 18,531 -230 -1.23 1,537 -19.61 0.0289
2025-11-06 2025-09-30 13F IRON MTN INC DEL COM 46284V101 18,761 -1,087 -5.48 1,912 -6.04 0.0395
2025-07-28 2025-06-30 13F IRON MTN INC DEL COM 46284V101 19,848 1,665 9.16 2,036 30.12 0.0478
2025-04-09 2025-03-31 13F IRON MTN INC DEL COM 46284V101 18,183 4,005 28.25 1,564 4.97 0.0423
2025-01-21 2024-12-31 13F IRON MTN INC DEL COM 46284V101 14,178 -553 -3.75 1,490 -14.86 0.0422
2024-10-17 2024-09-30 13F IRON MTN INC DEL COM 46284V101 14,731 220 1.52 1,751 34.62 0.0533
2024-07-15 2024-06-30 13F IRON MTN INC DEL COM 46284V101 14,511 -415 -2.78 1,300 8.60 0.0424
2024-04-11 2024-03-31 13F IRON MTN INC DEL COM 46284V101 14,926 -1,141 -7.10 1,197 6.49 0.0407
2024-01-25 2023-12-31 13F IRON MTN INC DEL COM 46284V101 16,067 -717 -4.27 1,124 12.74 0.0438
2023-10-16 2023-09-30 13F IRON MTN INC DEL COM 46284V101 16,784 -3,813 -18.51 998 -14.79 0.0446
2023-08-03 2023-06-30 13F IRON MTN INC DEL COM 46284V101 20,597 -4,181 -16.87 1,170 -10.69 0.0520
2023-05-09 2023-03-31 13F IRON MTN INC DEL COM 46284V101 24,778 -651 -2.56 1,311 -7.22 0.0642
2023-02-15 2022-12-31 13F IRON MTN INC DEL COM 46284V101 25,429 -1,854 -6.80 1,412 2.47 0.0713
2022-11-10 2022-09-30 13F IRON MTN INC DEL COM 46284V101 27,283 -585 -2.10 1,378 -5.49 0.0784
2022-08-09 2022-06-30 13F IRON MTN INC COM 46284V101 27,868 753 2.78 1,458 -2.93 0.0843
2022-05-11 2022-03-31 13F IRON MTN INC COM 46284V101 27,115 -756 -2.71 1,502 2.95 0.0958
2022-02-02 2021-12-31 13F IRON MTN INC COM 46284V101 27,871 -971 -3.37 1,459 16.44 0.1002
2021-10-19 2021-09-30 13F IRON MTN INC COM 46284V101 28,842 -4,074 -12.38 1,253 -10.05 0.1030
2021-07-29 2021-06-30 13F IRON MTN INC COM 46284V101 32,916 -3,642 -9.96 1,393 2.96 0.1239
2021-04-19 2021-03-31 13F IRON MTN INC COM 46284V101 36,558 -17,157 -31.94 1,353 -11.80 0.1474
2021-02-02 2020-12-31 13F IRON MTN INC COM 46284V101 53,715 789 1.49 1,534 8.18 0.2008
2020-10-13 2020-09-30 13F IRON MTN INC COM 46284V101 52,926 22,740 75.33 1,418 79.95 0.1989
2020-08-03 2020-06-30 13F IRON MTN INC COM 46284V101 30,186 -1,380 -4.37 788 4.93 0.1225
2020-04-17 2020-03-31 13F IRON MTN INC COM 46284V101 31,566 5,684 21.96 751 -8.97 0.1410
2020-01-22 2019-12-31 13F IRON MTN INC COM 46284V101 25,882 1,701 7.03 825 5.36 0.1404
2019-11-13 2019-09-30 13F IRON MTN INC COM 46284V101 24,181 24,181 783 0.1558
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.