Position in IRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$588,225
+$287,117 QoQ
Shares Held
4,657
+58.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#626
of 1,152 holders
Holding Since
Jun 2024
9 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, 2026MISSION WEALTH MANAGEMENT, LP holds $6,055,526 across 4 REIT - Specialty names. IRM ranks #2 (9.7% of the industry book) .
All Filings in IRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,225 | 4,657 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $301,108 | 2,948 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $231,098 | 2,786 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $331,814 | 3,255 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $332,326 | 3,240 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $296,063 | 3,441 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $362,103 | 3,445 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $413,647 | 3,481 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $212,489 | 2,371 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||