SCHEDULE: Cohen & Steers Discloses 5.43% Stake in Iron Mountain
Beneficial Ownership Report
Cohen & Steers, Inc. and its affiliates reported a collective beneficial ownership of 5.43% of Iron Mountain, Inc.'s common stock as of September 30, 2025.
Summary
- Cohen & Steers, Inc., a Delaware corporation, along with its subsidiaries, has filed a Schedule 13G indicating beneficial ownership in Iron Mountain, Inc.
- As of September 30, 2025, Cohen & Steers, Inc. beneficially owns an aggregate of 16,029,962 shares of Iron Mountain, Inc. common stock.
- This ownership represents 5.43% of the total class of Iron Mountain, Inc. common stock.
- Cohen & Steers, Inc. holds sole voting power over 12,328,467 shares and sole dispositive power over 16,029,962 shares.
- Cohen & Steers Capital Management, Inc., a subsidiary, beneficially owns 15,841,858 shares, representing 5.36% of the class, with sole voting power over 12,243,203 shares and sole dispositive power over 15,841,858 shares.
- Other subsidiaries, Cohen & Steers UK Limited and Cohen & Steers Ireland Limited, also hold smaller beneficial ownership stakes of 0.06% and 0.01% respectively.
- The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Iron Mountain, Inc.
Sentiment
Score: 5
Explanation: This is a neutral, factual disclosure of beneficial ownership by an institutional investor, indicating a passive stake. It does not contain performance results or forward-looking statements that would typically influence sentiment.
Positives
- NA
Negatives
- NA
Risks
- NA
Future Outlook
NA
Management Comments
- NA
Industry Context
Iron Mountain, Inc. operates as a global leader in storage and information management services, often structured as a REIT. The disclosure of a significant passive stake by an institutional investor like Cohen & Steers, which specializes in real estate and infrastructure investments, aligns with typical institutional interest in such companies.
Comparison to Industry Standards
- NA
Management Changes
| Role | Previous Person | New Person | Effective Date | Reason |
|---|---|---|---|---|
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
Legal Proceedings
- NA
Related Party Transactions
- NA
Stakeholder Impact
- Shareholders will note the presence of a significant institutional investor, Cohen & Steers, Inc., holding over 5% of the common stock, which can be viewed as a vote of confidence in the company's long-term prospects.
Next Steps
- NA
Key Dates
| Date | Description |
|---|---|
| 09/30/2025 | Date of event which requires filing of this statement (acquisition of beneficial ownership exceeding 5%). |
| 11/14/2025 | Signature date of the Schedule 13G filing by Cohen & Steers, Inc. and its affiliates. |
Keywords
Iron Mountain, Cohen & Steers, Schedule 13G, beneficial ownership, common stock, institutional investor, REIT, data management
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