SEC 13F Intelligence

American Trust Investment Advisors, LLC / IRM

American Trust Investment Advisors, LLC’s Iron Mtn Inc Del Position

Does American Trust Investment Advisors, LLC own Iron Mtn Inc Del (IRM)? Yes — 37.1K shares worth $4M (+2.10% of its 13F portfolio) as of Q1 2026, up from 36.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
37.1K
% of Portfolio
+2.10%
Quarters Held
30
currently held

Position History IRM

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $8MQ4 ’24: $7MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ3 ’25: $4MQ4 ’25: $3MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.1K$4M+2.10%
Q4 202536.6K$3M+1.62%
Q3 202536.3K$4M+1.91%
Q2 202554.2K$6M+2.81%
Q1 202563.5K$5M+2.29%
Q4 202467.8K$7M+2.92%
Q3 202466.0K$8M+3.21%
Q2 202470.4K$6M+3.06%
Q1 202472.6K$6M+2.77%
Q4 202371.9K$5M+2.61%
Q3 202371.2K$4M+2.34%
Q2 202366.9K$4M+2.13%
Q1 202365.6K$3M+2.09%
Q4 202264.1K$3M+2.03%
Q3 202263.8K$3M+1.80%
Q2 202274.1K$4M+2.26%
Q1 202273.9K$4M+2.10%
Q4 2021113.6K$6M+2.96%
Q3 2021113.2K$5M+2.77%
Q2 2021118.8K$5M+2.70%
Q1 2021117.3K$4M+2.53%
Q4 202087.3K$3M+1.59%
Q3 202085.6K$2M+1.66%
Q2 2020120.2K$3M+2.54%
Q1 2020119.5K$3M+2.87%
Q4 2019112.3K$4M+2.61%
Q3 2019112.9K$4M+2.81%
Q2 2019112.1K$4M+2.73%
Q1 2019108.3K$4M+2.96%
Q4 2018100.4K$3M+2.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of IRM.