Position in IRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$458,252
+$88,404 QoQ
Shares Held
3,628
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#687
of 1,152 holders
Holding Since
Mar 2023
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, 2026Dakota Wealth Management holds $9,615,175 across 4 REIT - Specialty names. IRM ranks #4 (4.8% of the industry book) .
All Filings in IRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,252 | 3,628 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $369,848 | 3,621 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $300,279 | 3,620 | Shares | Defined | 2026-01-13 | |
| 2024-09-30 | $275,447 | 2,318 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $209,441 | 2,337 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $200,926 | 2,505 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $244,580 | 3,495 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $269,665 | 4,536 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $329,726 | 5,803 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $237,406 | 4,487 | Shares | Other | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||