Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$234,430
+$44,859 QoQ
Shares Held
1,856
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#871
of 1,152 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Coastline Trust Co holds $952,052 across 4 REIT - Specialty names. IRM ranks #3 (24.6% of the industry book) .
All Filings in IRM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,430 | 1,856 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $189,571 | 1,856 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $153,955 | 1,856 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $189,200 | 1,856 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $190,369 | 1,856 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $159,689 | 1,856 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $190,458 | 1,812 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $611,617 | 5,147 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $469,966 | 5,244 | Shares | Defined | 2024-07-15 | |
| 2024-03-31 | $420,620 | 5,244 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $371,663 | 5,311 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $315,738 | 5,311 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $306,600 | 5,396 | Shares | Defined | 2023-08-07 | |
| 2022-12-31 | $259,019 | 5,196 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $219,673 | 4,996 | Shares | Defined | 2022-11-03 | |
| 2022-03-31 | $211,721 | 3,821 | Shares | Defined | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||