Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$458,757
+$257,413 QoQ
Shares Held
3,632
+85.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#686
of 1,151 holders
Holding Since
Dec 2021
13 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $5,336,690 across 5 REIT - Specialty names. IRM ranks #4 (8.6% of the industry book) .
All Filings in IRM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,757 | 3,632 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $201,344 | 1,963 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $518,297 | 4,931 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $465,932 | 3,921 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $328,995 | 3,671 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $319,797 | 3,987 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $337,443 | 4,822 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $220,321 | 3,706 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $213,472 | 3,757 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $189,180 | 3,795 | Shares | Sole | 2023-02-16 | |
| 2022-06-30 | $267,015 | 5,484 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $274,999 | 4,963 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $212,983 | 4,070 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||