Position in IRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,749,393
+$242,318 QoQ
Shares Held
13,850
-6.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#417
of 1,157 holders
Holding Since
Jun 2024
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, 2026Carnegie Investment Counsel holds $15,557,652 across 4 REIT - Specialty names. IRM ranks #2 (11.2% of the industry book) .
All Filings in IRM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,749,393 | 13,850 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,507,075 | 14,755 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $394,427 | 4,755 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $242,311 | 2,377 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $284,836 | 2,777 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $238,933 | 2,777 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $239,335 | 2,277 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $273,903 | 2,305 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $206,574 | 2,305 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||