Position in IRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$297,333
+$69,766 QoQ
Shares Held
2,354
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#806
of 1,151 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $2,437,149 across 3 REIT - Specialty names. IRM ranks #3 (12.2% of the industry book) .
All Filings in IRM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,333 | 2,354 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $227,567 | 2,228 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $222,127 | 2,179 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $216,217 | 2,108 | Shares | Sole | 2025-07-30 | |
| 2024-09-30 | $222,568 | 1,873 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||