Position in IRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$14,273
+$2,732 QoQ
Shares Held
113
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,059
of 1,152 holders
Holding Since
Sep 2022
16 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, 2026Moisand Fitzgerald Tamayo, LLC holds $31,135 across 3 REIT - Specialty names. IRM ranks #1 (45.8% of the industry book) .
All Filings in IRM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,273 | 113 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $11,541 | 113 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $9,373 | 113 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $11,519 | 113 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,590 | 113 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $9,722 | 113 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $11,877 | 113 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,427 | 113 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $10,127 | 113 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $9,063 | 113 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $7,907 | 113 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,717 | 113 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $6,420 | 113 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $5,978 | 113 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $5,633 | 113 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $4,880 | 111 | Shares | Sole | 2022-10-26 | |
| No filing history on record for this holder in this stock. | ||||||