Position in IRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,445,365
+$290,775 QoQ
Shares Held
11,443
+1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#453
of 1,152 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $5,310,351 across 5 REIT - Specialty names. IRM ranks #2 (27.2% 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 | $1,445,365 | 11,443 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $1,154,590 | 11,304 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $902,164 | 10,876 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,200,547 | 11,777 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,249,815 | 12,185 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,070,165 | 12,438 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,307,673 | 12,441 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||