Position in IRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,852
+$4,031 QoQ
Shares Held
78
+36.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,075
of 1,152 holders
Holding Since
Sep 2025
4 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $12,622 across 3 REIT - Specialty names. IRM ranks #1 (78.1% of the industry book) .
All Filings in IRM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,852 | 78 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,821 | 57 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $829 | 10 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,344 | 23 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||