Position in IRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$286,850
+$54,380 QoQ
Shares Held
2,271
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#817
of 1,151 holders
Holding Since
Mar 2024
7 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, 2026HBK Sorce Advisory LLC holds $834,224 across 3 REIT - Specialty names. IRM ranks #2 (34.4% of the industry book) .
All Filings in IRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,850 | 2,271 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $232,470 | 2,276 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $227,632 | 2,233 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $248,116 | 2,419 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $223,884 | 2,130 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $248,473 | 2,091 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $216,727 | 2,702 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||