Position in IRM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$9,907
-$106,406 QoQ
Shares Held
97
-91.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
3 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $319,554 across 5 REIT - Specialty names.
All Filings in IRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,907 | 97 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $116,313 | 1,141 | Shares | Sole | 2025-11-05 | |
| 2023-12-31 | $349 | 5 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||