Position in IRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$320,069
+$61,247 QoQ
Shares Held
2,534
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#785
of 1,152 holders
Holding Since
Mar 2024
10 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, 2026Segment Wealth Management, LLC holds $1,852,732 across 4 REIT - Specialty names. IRM ranks #4 (17.3% of the industry book) .
All Filings in IRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,069 | 2,534 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $258,822 | 2,534 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $210,195 | 2,534 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $258,315 | 2,534 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $259,912 | 2,534 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $221,811 | 2,578 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $273,286 | 2,600 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $308,958 | 2,600 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $233,012 | 2,600 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $208,546 | 2,600 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||