Position in IRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$293,797
+$52,747 QoQ
Shares Held
2,326
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#809
of 1,152 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026SCHMIDT P J INVESTMENT MANAGEMENT INC holds $2,449,964 across 3 REIT - Specialty names. IRM ranks #2 (12.0% of the industry book) .
All Filings in IRM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,797 | 2,326 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $241,050 | 2,360 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $240,578 | 2,360 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $242,065 | 2,360 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $203,054 | 2,360 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $300,614 | 2,860 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $339,853 | 2,860 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $247,351 | 2,760 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $221,379 | 2,760 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||