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IRON MOUNTAIN INC (REIT)
IRON MOUNTAIN INC (REIT). Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 391 Institutional holders with a total value of $7,103,962,974.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VERSANT CAPITAL MANAGEMENT, INC 8 0 0.00%
2 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 0 0.00%
3 CUTLER GROUP LLC / CA 300 0 0.00% Call
4 SUTTON WEALTH ADVISORS INC. 16 520 0.00%
5 Parkside Financial Bank & Trust 20 1,000 0.00%
6 Apriem Advisors 42 1,000 0.00%
7 GLENMEDE TRUST CO NA 41 1,000 0.00%
8 Tarbox Family Office, Inc. 39 1,000 0.00%
9 CUTLER GROUP LLC / CA 200 1,000 0.00% Put
10 Gradient Investments LLC 24 1,000 0.00%
11 PROFICIO CAPITAL PARTNERS LLC 61 2,000 0.00%
12 FNY PARTNERS FUND LP 50 2,000 0.00% Call
13 Plante Moran Financial Advisors, LLC 56 2,000 0.00%
14 LOOMIS SAYLES & CO L P 92 3,000 0.00%
15 EMPIRICAL FINANCE, LLC 92 3,000 0.00%
16 ZIONS BANCORPORATION 137 4,000 0.00%
17 IHT WEALTH MANAGEMENT, LLC 107 4,000 0.00%
18 EARNEST PARTNERS LLC 133 4,000 0.00%
19 ARMBRUSTER CAPITAL MANAGEMENT, INC. 162 5,000 0.00%
20 GLEN EAGLE ADVISORS, LLC 185 6,009 0.00%
21 INDEPENDENT ADVISOR ALLIANCE 200 6,936 0.00%
22 Evercore Wealth Management, LLC 218 7,000 0.00%
23 ENTERPRISE FINANCIAL SERVICES CORP 240 8,000 0.00%
24 BRUDERMAN ASSET MANAGEMENT, LLC 272 9,000 0.00%
25 BRONFMAN E.L. ROTHSCHILD, L.P. 284 9,000 0.00%
26 MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. 308 10,000 0.00%
27 Clearbridge Investments, LLC 300 10,000 0.00%
28 Patten Group, Inc. 273 10,000 0.00%
29 Endurance Wealth Management, Inc. 321 10,000 0.00%
30 BROWN BROTHERS HARRIMAN & CO 335 11,000 0.00%
31 CT Financial Advisors LLC 361 11,725 0.00%
32 QUADRANT CAPITAL GROUP LLC 497 13,000 0.00%
33 BB&T INVESTMENT SERVICES, INC. 436 14,000 0.00%
34 National Pension Service 490 16,000 0.00%
35 PARALLEL ADVISORS, LLC 523 17,000 0.00%
36 SENTRY INVESTMENT MANAGEMENT LLC 633 21,000 0.00%
37 VIRTUS CAPITAL ADVISERS, LLC 673 22,000 0.00%
38 PIEDMONT INVESTMENT ADVISORS INC 699 22,703 0.00%
39 EDGE ADVISORS, LLC 856 27,000 0.00%
40 GENEOS WEALTH MANAGEMENT INC. 840 27,000 0.00%
41 Independent Order of Foresters 853 28,000 0.00%
42 HUNTINGTON NATIONAL BANK 935 30,000 0.00%
43 GUARDIAN LIFE INSURANCE CO OF AMERICA 938 30,000 0.00%
44 Crow Point Partners, LLC 957 31,000 0.00%
45 Point72 Hong Kong Ltd 1,022 33,000 0.00%
46 Winslow, Evans & Crocker, Inc. 1,032 33,520 0.00%
47 Walleye Trading LLC 1,200 38,000 0.00% Call
48 WHITTIER TRUST CO 1,196 39,000 0.00%
49 WEST PACES ADVISORS INC. 1,270 41,250 0.00%
50 ROYAL FUND MANAGEMENT, LLC 1,340 43,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.