BANK OF AMERICA CORP /DE/

Bank

Position in IRM — Iron Mountain Inc

CIK 70858 CHARLOTTE, NC

Back to IRM Full portfolio

Position in IRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$141,319,035

-$1,613,125 QoQ

Shares Held

1,118,827

-20.0% QoQ

Ownership

0.376%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#37

of 1,151 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Common Shares in IRM Over Time

Shares Held

Position Value (USD)

Derivatives in IRM

reported options exposure · as of Sep 30, 2025

CallValue

$2,752,380

CallShares

27,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

BANK OF AMERICA CORP /DE/ holds $3,972,932,488 across 17 REIT - Specialty names. IRM ranks #6 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	8,941,260	$1,605,671,467
2	EQIX	Equinix Inc	668,563	$696,903,381
3	AMT	American Tower Corp /Ma/	3,905,537	$638,828,682
4	CCI	Crown Castle Inc.	4,605,558	$348,778,903
5	WY	Weyerhaeuser Co	6,804,397	$162,897,262
6	IRM	Iron Mountain Inc This page	1,118,827	$141,319,035
7	SBAC	Sba Communications Corp	795,612	$140,393,690
8	LAMR	Lamar Advertising Co/New	468,752	$73,115,934

All Filings in IRM

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37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$141,319,035	1,118,827	-20.0%	Shares	Defined	2026-08-14
2026-03-31	$142,932,160	1,399,375	-7.3%	Shares	Defined	2026-05-18
2025-12-31	$125,283,114	1,510,345	+23.0%	Shares	Defined	2026-02-17
2025-09-30	$2,752,380	27,000	+121.3%	Call	Defined	2026-02-03
2025-09-30	$125,177,219	1,227,950	-1.7%	Shares	Defined	2026-02-03
2025-06-30	$128,155,262	1,249,442	+12.0%	Shares	Defined	2025-08-14
2025-03-31	$95,985,532	1,115,592	-24.5%	Shares	Defined	2025-05-15
2024-12-31	$155,407,232	1,478,520	+17.3%	Shares	Defined	2025-02-14
2024-12-31	$210,220	2,000	0.0%	Put	Defined	2025-02-14
2024-09-30	$237,660	2,000	-60.8%	Put	Defined	2024-11-14
2024-09-30	$149,812,306	1,260,728	-4.0%	Shares	Defined	2024-11-14
2024-06-30	$117,634,673	1,312,594	-0.7%	Shares	Defined	2024-08-14
2024-03-31	$105,975,533	1,321,226	+15.1%	Shares	Defined	2024-05-15
2023-12-31	$80,322,900	1,147,798	+21.2%	Shares	Defined	2024-02-14
2023-09-30	$56,285,533	946,771	+7.4%	Shares	Defined	2023-11-14
2023-06-30	$50,088,985	881,538	-42.0%	Shares	Defined	2023-08-14
2023-06-30	$289,782	5,100	-21.5%	Put	Defined	2023-08-14
2023-03-31	$80,445,472	1,520,421	+59.9%	Shares	Defined	2023-05-12
2022-12-31	$47,395,432	950,761	+13.9%	Shares	Defined	2023-02-10
2022-12-31	$324,025	6,500	+983.3%	Put	Defined	2023-02-10
2022-09-30	$36,688,608	834,401	-2.6%	Shares	Defined	2022-11-14
2022-06-30	$29,214	600	-99.9%	Put	Defined	2022-08-12
2022-06-30	$41,726,109	856,975	+3.9%	Shares	Defined	2022-08-12
2022-03-31	$45,716,793	825,064	-26.5%	Shares	Defined	2022-05-16
2022-03-31	$676,002	12,200	—	Call	Defined	2022-05-16
2021-12-31	$34,014,500	650,000	0.0%	Put	Defined	2022-02-08
2021-12-31	$58,711,641	1,121,950	+22.5%	Shares	Defined	2022-02-08
2021-09-30	$28,242,500	650,000	+52.9%	Put	Defined	2021-11-15
2021-09-30	$39,782,729	915,598	+13.7%	Shares	Defined	2021-11-15
2021-06-30	$17,986,000	425,000	+1600.0%	Put	Defined	2021-09-13
2021-06-30	$34,084,609	805,402	-14.9%	Shares	Defined	2021-09-13
2021-03-31	$35,037,846	946,713	+18.4%	Shares	Defined	2021-05-14
2020-12-31	$23,566,809	799,417	-65.7%	Shares	Defined	2021-02-10
2020-09-30	$62,493,084	2,332,702	-3.9%	Shares	Defined	2020-11-13
2020-06-30	$63,378,888	2,428,310	-2.5%	Shares	Defined	2020-08-14
2020-03-31	$59,277,039	2,490,632	—	Shares	Defined	2020-05-15
2020-03-31	$595,000	25,000	—	Put	Defined	2020-05-15
No filing history on record for this holder in this stock.