Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,318,297
+$185,156 QoQ
Shares Held
10,437
-5.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#471
of 1,151 holders
Holding Since
Jun 2021
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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $9,048,583 across 6 REIT - Specialty names. IRM ranks #2 (14.6% 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 | $1,318,297 | 10,437 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,133,141 | 11,094 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $916,016 | 11,043 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,053,040 | 10,330 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,063,138 | 10,365 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $887,760 | 10,318 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,086,732 | 10,339 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,211,709 | 10,197 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $960,636 | 10,719 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,162,724 | 14,496 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,014,430 | 14,496 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $794,311 | 13,361 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $838,435 | 14,756 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $922,856 | 17,442 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $738,527 | 14,815 | Shares | Sole | 2023-02-13 | |
| 2021-06-30 | $234,325 | 5,537 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||