Position in IRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$539,975
+$174,416 QoQ
Shares Held
4,275
+19.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#641
of 1,152 holders
Holding Since
Dec 2023
11 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, 2026Composition Wealth, LLC holds $15,356,790 across 5 REIT - Specialty names. IRM ranks #4 (3.5% 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 | $539,975 | 4,275 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $365,559 | 3,579 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $277,550 | 3,346 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $792,175 | 7,771 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $794,096 | 7,742 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $649,171 | 7,545 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $337,928 | 3,215 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $372,056 | 3,131 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $276,567 | 3,086 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $249,533 | 3,111 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $210,359 | 3,006 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||