Position in IRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$524,439
+$100,456 QoQ
Shares Held
4,152
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#649
of 1,152 holders
Holding Since
Jun 2023
13 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, 2026Cornerstone Wealth Management, LLC holds $1,522,105 across 4 REIT - Specialty names. IRM ranks #2 (34.5% of the industry book) .
All Filings in IRM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,439 | 4,152 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $423,983 | 4,151 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $341,754 | 4,120 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $419,992 | 4,120 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $422,485 | 4,119 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $379,178 | 4,407 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $432,948 | 4,119 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $489,460 | 4,119 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $369,055 | 4,118 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $380,516 | 4,744 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $331,915 | 4,743 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $287,856 | 4,842 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $246,882 | 4,345 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||