Position in IRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,198,681
+$916,920 QoQ
Shares Held
9,490
+243.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#488
of 1,151 holders
Holding Since
Sep 2021
11 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, 2026Diversified Trust Co holds $7,984,694 across 5 REIT - Specialty names. IRM ranks #4 (15.0% of the industry book) .
All Filings in IRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,198,681 | 9,490 | Shares | Sole | 2026-07-17 | |
| 2025-09-30 | $281,761 | 2,764 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $354,071 | 3,452 | Shares | Sole | 2025-07-11 | |
| 2024-09-30 | $1,445,922 | 12,168 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $438,958 | 4,898 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $790,468 | 9,855 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $783,985 | 11,203 | Shares | Sole | 2024-01-08 | |
| 2023-06-30 | $296,031 | 5,210 | Shares | Sole | 2023-07-18 | |
| 2022-09-30 | $261,401 | 5,945 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $519,960 | 10,679 | Shares | Sole | 2022-07-12 | |
| 2021-09-30 | $351,901 | 8,099 | Shares | Sole | 2022-01-13 | |
| No filing history on record for this holder in this stock. | ||||||