Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,400,387
+$606,295 QoQ
Shares Held
34,838
-6.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#291
of 1,152 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026American Trust Investment Advisors, LLC holds $4,400,387 across 1 REIT - Specialty name. IRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
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|
34,838 | $4,400,387 |
All Filings in IRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,400,387 | 34,838 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,794,092 | 37,146 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,037,960 | 36,624 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,703,480 | 36,330 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,561,345 | 54,220 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,464,744 | 63,514 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,128,980 | 67,824 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,846,344 | 66,030 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,308,889 | 70,396 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,819,957 | 72,559 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,030,442 | 71,884 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,232,899 | 71,201 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,799,496 | 66,869 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,473,329 | 65,646 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,192,942 | 64,051 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,805,110 | 63,796 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,609,243 | 74,127 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $4,097,403 | 73,947 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $5,943,170 | 113,571 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,918,583 | 113,201 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,029,351 | 118,841 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,340,754 | 117,286 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,573,898 | 87,310 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,292,286 | 85,565 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,138,264 | 120,240 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,843,624 | 119,480 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||