Position in IRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$227,358
+$43,506 QoQ
Shares Held
1,800
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#882
of 1,151 holders
Holding Since
Sep 2020
24 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, 2026MONETARY MANAGEMENT GROUP INC holds $710,725 across 3 REIT - Specialty names. IRM ranks #2 (32.0% of the industry book) .
All Filings in IRM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,358 | 1,800 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $183,852 | 1,800 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $149,310 | 1,800 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $183,492 | 1,800 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $184,626 | 1,800 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $154,872 | 1,800 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $189,198 | 1,800 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $213,894 | 1,800 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $161,316 | 1,800 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $144,378 | 1,800 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $125,964 | 1,800 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $107,010 | 1,800 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $102,276 | 1,800 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $95,238 | 1,800 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $89,730 | 1,800 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $215,453 | 4,900 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $238,581 | 4,900 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $310,296 | 5,600 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $842,513 | 16,100 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $712,580 | 16,400 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $905,648 | 21,400 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $836,426 | 22,600 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $412,720 | 14,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $375,060 | 14,000 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||