Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$280,660
+$53,705 QoQ
Shares Held
2,222
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#825
of 1,152 holders
Holding Since
Dec 2023
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, 2026Heritage Wealth Advisors holds $479,864 across 4 REIT - Specialty names. IRM ranks #1 (58.5% 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 | $280,660 | 2,222 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $226,955 | 2,222 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $184,314 | 2,222 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $226,510 | 2,222 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $227,910 | 2,222 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $191,180 | 2,222 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $233,554 | 2,222 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $264,040 | 2,222 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $44,810 | 500 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $40,105 | 500 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $34,990 | 500 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||