Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,778
-$4,576 QoQ
Shares Held
22
-69.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,110
of 1,151 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Johnson Financial Group, Inc. holds $110,003 across 5 REIT - Specialty names. IRM ranks #5 (2.5% of the industry book) .
All Filings in IRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,778 | 22 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $7,354 | 72 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $5,972 | 72 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $32,110 | 315 | Shares | Defined | 2025-11-13 | |
| 2024-09-30 | $97 | 0 | Shares | Defined | 2024-11-13 | |
| 2023-12-31 | $26,592 | 380 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $25,563 | 430 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $24,432 | 430 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,751 | 430 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||