IRM — IRON MTN INC DEL

Ownership history in CreativeOne Wealth, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in IRON MTN INC DEL (IRM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2024 Q4)
Avg. % of fund
0.01%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,655 -178 -6.3% 0.01% $271K $100.07
2025 Q2 REDUCED 2,833 -286 -9.2% 0.01% $291K $99.87
2025 Q1 REDUCED 3,119 -6,796 -68.5% 0.01% $268K $83.13
2024 Q4 ADDED 9,915 +6,905 +229.4% 0.03% $1.0M $100.63
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IRM price (monthly, adj. close)

Other funds also holding IRM

As of 2025 Q4 — sorted by position size

Waterfront Capital Partners, LLC 3Y 7Y 7.69% Contour Asset Management LLC 3Y 7Y 5.48% Vert Asset Management LLC 3Y 3.89% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 3.81% B&I Capital AG 3Y 3.38% COHEN & STEERS, INC. 3Y 7Y 2.83% Marble Harbor Investment Counsel, LLC 3Y 7Y 2.78% Intrinsic Edge Capital Management LLC 3Y 7Y 2.65% AR ASSET MANAGEMENT INC 3Y 7Y 2.21% PGGM Investments 3Y 7Y 2.18%
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