Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$884,170
+$169,190 QoQ
Shares Held
7,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#547
of 1,151 holders
Holding Since
Dec 2020
23 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, 2026Fiduciary Group, LLC holds $8,956,795 across 4 REIT - Specialty names. IRM ranks #3 (9.9% of the industry book) .
All Filings in IRM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,170 | 7,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $714,980 | 7,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $580,650 | 7,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $713,580 | 7,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $717,990 | 7,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $602,280 | 7,000 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $735,770 | 7,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $861,517 | 7,250 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $649,745 | 7,250 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $581,522 | 7,250 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $507,355 | 7,250 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $431,012 | 7,250 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $411,945 | 7,250 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $383,597 | 7,250 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $361,412 | 7,250 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $318,782 | 7,250 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $353,002 | 7,250 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $401,722 | 7,250 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $379,392 | 7,250 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $315,012 | 7,250 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $306,820 | 7,250 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $268,322 | 7,250 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $210,782 | 7,150 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||