Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,240,601
+$1,024,569 QoQ
Shares Held
41,490
+0.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#274
of 1,151 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Derivatives in IRM
reported options exposure · as of Mar 31, 2024CallValue
$1,450
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Moors & Cabot, Inc. holds $10,157,790 across 5 REIT - Specialty names. IRM ranks #1 (51.6% of the industry book) .
All Filings in IRM
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,240,601 | 41,490 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,216,032 | 41,277 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,519,485 | 42,429 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,506,665 | 44,209 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,156,604 | 50,274 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,348,461 | 50,540 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,835,828 | 65,035 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,933,209 | 66,761 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,189,874 | 69,068 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,450 | 100 | Call | Sole | 2024-05-08 | |
| 2024-03-31 | $5,571,145 | 69,457 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,879,985 | 69,734 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,273,147 | 71,878 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,085,812 | 71,908 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,815,816 | 72,119 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $4,003,204 | 80,305 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,569,000 | 81,169 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,928,357 | 80,681 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,735,615 | 85,465 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $366 | 7 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $5,010,649 | 95,751 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,947,041 | 90,841 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $3,600,035 | 85,067 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,134,895 | 84,704 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,375,359 | 46,654 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $890,847 | 33,253 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $605,259 | 23,190 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $374,826 | 15,749 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||