Position in IRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,015,517
-$154,605 QoQ
Shares Held
39,708
-21.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#277
of 1,152 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 95%
Shared 5%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026First National Trust Co holds $14,257,205 across 4 REIT - Specialty names. IRM ranks #2 (35.2% of the industry book) .
All Filings in IRM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,015,517 | 39,708 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,170,122 | 50,618 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,252,265 | 51,263 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,223,303 | 51,239 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $5,611,193 | 54,706 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $5,179,607 | 60,200 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $6,808,920 | 64,779 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,156,134 | 68,637 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,701,693 | 74,779 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $8,601,238 | 107,234 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $7,435,794 | 106,256 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,626,534 | 111,464 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,967,292 | 105,021 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $854,549 | 16,151 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $800,441 | 16,057 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $706,026 | 16,057 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $781,815 | 16,057 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $889,718 | 16,057 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $842,879 | 16,107 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $697,676 | 16,057 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $666,666 | 15,753 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $576,911 | 15,588 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $356,442 | 12,091 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||